The Shift in Sector Leadership Continues

Posted on June 19, 2017

    Market Update 6/19/2017   Macro - Market State (Based on the S&P 500) Market State 1: Bullish/Rational (18 trading days): Market State 1 – The S&P 500 is only 7 points below 2,440 high. New market highs generally occur while...

    Adaptive Portfolio Strategy

    Posted on June 05, 2017

      Market Update 6/05/2017   Macro - Market State (Based on the S&P 500) Market State 1: Bullish/Rational (8 trading days): Market State 1 - Money is only made when a market, or portfolio, establishes a new high. For example, a 15% gain...

      Markets Are Not Driven by Events

      Posted on May 31, 2017

        Market State 1: Bullish/Rational (3 trading days): The Market State 1 environment is when most new highs occur. The S&P 500 established new all-time highs on each of last week’s last 3 trading days. Market State 1 is also likely to experience...

        There is No Room for Gut Feelings in Portfolio Management

        Posted on May 08, 2017

          Weekly Update 5/8/2017 Market State 1: Bullish/Rational (10 trading days): - The rally on Monday and Tuesday (two weeks ago) was enough to turn the Portfolio Thermostat’s short term indicators positive causing a shift back to Market State...

          Events Don't Move Markets-Investors Do

          Posted on April 24, 2017

            Weekly Update 4/24/2017 Market State 2: Bullish/Rational (23 trading days): - Market State 2 will remain in place as long as the market continues its short-term correction. The S&P 500’s peak was registered on March, 1 at 2395.91. The...