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Marc Faber: Bear Market is Starting
Marc Faber provided some harsh talk regarding the prospects for equities today on CNBC....
- Posted August 2, 2011
- 0
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Richard Russell: Horror…If Market Continues to go Down
Long-time market observer Richard Russell, editor of the Dow Theory Letters, stated, “The real horror...
- Posted August 2, 2011
- 0
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Portfolio Adjustment: ASA Gold and Precious Metals Limited Purchased
This morning the SMA portfolio had a cash balance of 1.6% of assets. Today...
- Posted July 29, 2011
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Doug Kass Doesn’t Believe in Gold
Doug Kass, in an interview on CNBC, said gold is a crowded trade and...
- Posted December 21, 2010
- 0
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Bespoke Roundtable Members Give Guesses for 2011
Twelve of the more popular financial blogs/websites agreed to share their views on the...
- Posted December 19, 2010
- 2
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David Einhorn’s Stock Picks
David Einhorn was on CNBC yesterday and explained why he likes Vodaphone, Sprint, Pfizer,...
- Posted December 7, 2010
- 0
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David Einhorn Interviewed
David Einhorn, hedge fund manager (Greenlight Capital), was interviewed by Consuelo Mack recently. A...
- Posted November 23, 2010
- 0
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Jim Rogers: Gold is Going Much Higher
Jim Rogers was interviewed on CNBC yesterday and commented on familiar themes; mainly commodities...
- Posted October 5, 2010
- 0
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Five Possible Bubbles
Stephen Gandel, Fortune Magazine, examines five potential investing bubbles with the help of Didier...
- Posted August 26, 2010
- 0
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Jeremy Grantham Buys Some Gold
Jeremy Grantham has never liked gold as an investment: “I hate gold. It does...
- Posted May 24, 2010
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Latest News
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Jeffrey Gundlach: Commodities Are Cheap
Jeffrey Gundlach, DoubleLine Capital LP CEO & co-founder, told CNBC’s...
- December 14, 2017
- 0
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Dennis Gartman Says Stocks Going Higher
Dennis Gartman, editor of The Gartman Letter, was on CNBC...
- August 29, 2016
- 0
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Jim Rickards: Gold Has Nowhere to Go but Up
Author Jim Rickards, James Rickards Project, considers gold an assymetric...
- August 15, 2016
- 0
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Marc Faber Warns of Stock Market Doom and 50% Collapse
Editor and publisher of the Gloom, Boom & Doom Report,...
- August 11, 2016
- 0
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Dennis Gartman Says the Bottom is in for Oil
Speaking over the phone on CNBC Friday, regular guest Dennis...
- August 24, 2015
- 1
Don't Miss Out On These Free Updates!
Indexes, Currencies, Commodities & Rates
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Delphi Technologies Removed from the SMA Portfolio
London based auto equipment manufacturer Delphi Technologies (DLPH) was...
- December 6, 2019
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Global X MLP ETF Allocation Increased
A trade war related sell-off today created an opportunity...
- December 3, 2019
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Jeff Saut: Market Can Continue to Rise in December
Capital Wealth Planning chief investment strategist Jeff Saut was...
- December 2, 2019
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Is the Retirement Crisis Really a Crisis?
PBS Frontline recently presented a documentary called “The Retirement...
- April 25, 2013
- 12
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Alarming Chart of the Stock Markets of 1987 and 2012-2013
Several days ago I posted a chart showing the...
- May 22, 2013
- 8
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Gary Shilling’s Favorite Investment: 30 Year Treasuries
Larry Kudlow interviewed Gary Shilling last week. Shilling continues...
- June 23, 2011
- 7
T.T.S. Fear Index
Date | Index | SMA Comment |
11/8/2019 | 2.7 | Lowest level of fear since February suggesting caution is warranted |
12/21/2018 | 6.7 | Raised fears likely setting up a buying opportunity |
1/11/2018 | 1.8 | Unusually low fear could mean we're near the top in valuations |
1/13/16 | 6.3 | Terrible start to 2016 raised fears |
10/3/11 | 8.5 | A good tradable bottom (S&P 500 @ 1,085) based on lots of nonsense |
3/9/09 | 7.0 | Market bottom (S&P 500 @ 666); end of the world was nigh |
10/27/08 | 8.8 | Market had dropped 28% in 5 weeks, Paulson pulled out all stops to save Wall Street bankers |
10/12/07 | 3.2 | Market top (S&P 500 @ 1,562); worldwide housing bubble pricked |
Year-to-Date Performance as of Sept. 30, 2019
Index/Portfolio | YTD % |
SMA Portfolio | 3.6% |
S&P 500 | 20.6% |
U. S. Small Caps | 17.8% |
Total U. S. Stock Market | 20.0% |
Total Int'l Stock Market | 11.8% |
Total U. S. Bond Market | 8.6% |