This month's models have been posted. There are CHANGES in ALL MODELS (highlighted in yellow). Bear hunting As we established a few months ago, it’s hard to gauge the point at which you’ve entered a recession – two consecutive quarters of negative economic growth. It’s much easier, though, to figure out when you’ve hit a

This month's models are now posted. There are CHANGES in ALL the models (highlighted in yellow). How much would a Warren administration tax you? We’re going to discuss, rationally and without political vitriol, the shortcomings and virtues of the wealth tax proposed by presidential candidate Sen. Elizabeth Warren (D-Mass.). This critical evaluation will be rooted

This month’s models are now available.  Commodities: Hard assets for hard times In normal times, investment advisors often tell you to diversify your portfolio into three broad categories: equities, fixed income and cash equivalents. What proportion you put in which bucket is a judgment call, as is the frequency with which you rebalance your portfolio.

There are changes in EVERY MODEL. The new funds are in YELLOW. The rest of the newsletter will be published by mid-month. Are we already in a recession? The sad truth about recessions is that you could already be in one and not know it. The most commonly agreed-upon definition of a recession is two

This month's models have been posted. There are CHANGES in EVERY MODEL. New funds are highlighted in yellow. Expansive times The good news – and there’s plenty of it – is that the economy is doing very well. The U.S. economy just notched its 121st consecutive month of expansion. That is, it has been more

This month's models are posted. There are NO CHANGES in any of the models. The student debt bomb Quick: What’s the biggest source of debt in the U.S.? If you answered, “mortgages,” you’d be right. But that’s almost too obvious. What comes next? Cars? No, that’s third. Credit cards? Not even close. Medical bills? Someday,

This month's models are now posted. There are NO CHANGES in the models. Universal basic income: A controversial proposal that goes beyond left and right Let’s be honest. The field of Democratic presidential hopefuls resembles a scattershot pattern of personal brands and single-issue campaigns. Even if that weren’t demonstrably true, we could guard against charges

This month's models have been posted. There are CHANGES IN EVERY MODEL. The changes are highlighted in yellow. Why move to a low-cost state … and why not Despite all the hype about the benefits of tax reform at the federal level, wage earners across America have learned to take the Tax Cuts and Jobs

This month's charts are posted. There are NO CHANGES in the models. Could Brexit be good for your portfolio? The United Kingdom is leaving the European Union! Implications for global trade could be disastrous! Implications for the global financial industry could be even worse! The British government is in disarray! People are panicking! But should

BULL BEAR Oscillator Positive!!!! There are changes in all the models. The changes have been highlighted in yellow. Stronger signals, even stronger noise In 2015, IBM signaled that 90% of all the data in the world had been created in the previous two years. While there aren’t stats for what that figure is today, surely