The Fat Pitch
Friday, May 25, 2018
Separating an Innocuous Correction From the Start of a Sinister Bear Market
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Summary : It's true that equities fall before the start of most recessions. So why bother following the economy; why not just follow the...
Thursday, May 24, 2018
New Highs In The A-D Line and the Small Cap Index Are Not Necessarily Bullish
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Summary : The conventional wisdom is that "healthy breadth" is necessarily bullish. This sounds intuitively correct: a broader...
Sunday, May 20, 2018
Weekly Market Summary
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Summary : Equities are 2-5% higher so far in May, trying to add to their small gains from April and put behind a rough winter. This week, s...
Friday, May 18, 2018
Demographics: The Growing Prime Working Age Population
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Summary : Demographics is a key driver of economic growth (and, thus, the stock market). Many investors fret over the aging of the Boomer ge...
Wednesday, May 16, 2018
Fund Managers' Current Asset Allocation - May
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Summary : Fund managers came into 2018 very bullish equities. Cash levels had fallen to the lowest level in 4 years. Allocations to global e...
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