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Nervous yet? It wouldn’t be unusual; after all, popular stock market averages are up 15-20% through the first half of 2019.  Concern is common, investors seem to be more jittery [...]

Stock markets have had this recurring nightmare ever since the recovery from the 2007-2009 financial crisis; “this is the end.”  Now that the recovery and bull market are over 10 [...]

More than just sector rotations, the U.S. stock market has been toggling between defense and growth.  One day investors buy up companies with defensive characteristics then within days these [...]

Some of our investors periodically ask us, “how are the money flows?”  They know we keep track of this metric.  The measurement is actually an indirect one and more [...]