Education


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Find the financial information and market updates you need to be an informed consumer.

Informational Videos:

The Key to Long-Term Compounding

Introduction to Adaptive Portfolio Management

 

Illustration of Adaptive Portfolio Management

Introduction to Portfolio Management and Financial Planning

Trade Signals:

HY Trend, Credit Conditions and Recession Indicators are Key Bear Market Indicators

No major changes to the trade signals since last week’s post. The equity, fixed income and gold signals remain in…

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Bullish Equity and Fixed Income Trends Charge On, Despite Global Concerns of Coronavirus

Essentially no major changes to the trade signals since last week’s post. The equity, fixed income and gold signals remain…

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Equity, Bond and Gold Signals Bullish

Most of the month-end recession watch charts are updated below. Bottom line: Low probability of a U.S. recession in the…

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Low Cash, High Market Debt

Two notable signal changes since last week’s post. The high yield signal moved to a sell from a buy. Additionally,…

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Near-Record Bullish Investor Sentiment Screams Caution

Inflation pressures are ticking higher. It will be important to watch the global bond markets (direction of interest rates). We’ll…

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Despite Domestic and Global Issues, Bullish Market Trends Continue

Like it or not, we live in interesting times. Two weeks ago, it appeared that the United States and Iran…

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