Seasonal Investing

Seasonal Investing is a critical tool that should be in every investor’s toolkit. It is not just used for investing, but also for analyzing market movements. Most economic indicators are seasonally adjusted so why wouldn’t market movements consider seasonal tendencies of money flows.

The Smart Bird Reads

The Smart Bird Read is the latest news of interest in the interesting financial times we are experiencing. I’ve corrected some titles to better reflect reality and I provide my humble opinion on the bottom-line of the content. You are… Read More ›

Doug Noland: THE Credit Bubble Peak

For those unfamiliar with Doug Noland he uses his accounting background and study of  history’s bubbles to chronicle the current global credit bubble.  This week he exams the balance sheet of the United States to highlight where we are in… Read More ›

Seasonal Investing Report

I am often asked for examples of my reports.  Our Fall and Spring Summary Reports are provided to all membership levels.  Since my Fall 2017 summary discussed the seasonal strategy at length and touches on why we have seen strong summer performances this market cycle, I have decided to post an excerpt. Not all the objectives are covered in this excerpt.