The Fat Pitch
Wednesday, September 30, 2015
Why Year 3 of the Presidential Cycle Hasn't Gone The Way Everyone Expected
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Summary : Year 3 of the "Presidential Cycle" was expected to post a gain of over 20%. Instead, SPX is down 3% from a year ago. Why...
Friday, September 25, 2015
Weekly Market Summary
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Summary : The first drop in equities was more than a month ago, yet price has not come within even 2% of the original low since then. Despit...
Wednesday, September 23, 2015
Interview with Financial Sense on Investor Positioning and the Unlikely Bear Market
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We were interviewed by Cris Sheridan of Financial Sense on September 16, the day before the FOMC rate decision. During the interview, we d...
Tuesday, September 15, 2015
Fund Managers' Current Asset Allocation - September
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Summary : Overall, fund managers' asset allocations in September indicates the strongest bearishness since 2012. This is bullish for equ...
Friday, September 11, 2015
Weekly Market Summary
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Summary : It's never perfect in equity markets; when price patterns and breadth look healthy, sentiment is overly bullish and further a...
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