The Lonely Bull

The money flow model just recently gave an important buy signal.  This algorithm works best when the stock market broadens and becomes more value oriented than merely growth focused. [...]

Fall is coming, cooler air is already encroaching on summer in many places, and the U.S. stock market is shifting as well. Value has been showing increasing signs of resurgence for some time now. [...]

Two weeks ago, the Bull wrote about a declining U.S. dollar and some of its implications. He also promised to follow up with more investment impacts of this potential trend. However, last week, [...]

The coronavirus brought home the need to have assets in more than one industry and place. Think of the fate operators of restaurants, hotels, entertainment facilities and more have experienced [...]

The U.S. dollar is sinking. Since March, the index of the dollar’s value versus several other major currencies has dropped over 9%. Against the Euro, a major currency block and trading [...]

Given the circumstances, this past earnings season was a good one. Approximately 90% of the companies reporting met or exceeded expectations. Certainly, these have been reduced and many results [...]

Not much in our universe is a straight line. Even light is bent by gravity. The path of economic recovery is no different. There are setbacks, unforeseen challenges, and a myriad of twists and [...]

The presidential election this November is coming into investors’ peripheral vision. It is not yet an overriding concern, but consideration is being given to the potential impact on public [...]

Last week the Bull predicted that the difference in performance between growth and value stocks had become so large that a change in relative performance was likely. He even said it might happen [...]

The outperformance of the growth sector to the value sector has gotten extreme. It is historic and looks unsustainable. The difference for large caps is about 32%. Growth is up 15% and value is [...]