Monthly Archives: August 2014

Market Timing Brief for the 8-22-2014 Close: Inflection Point Reached for Stocks? Or Is It Full Speed Ahead? And Will Gold Hold?

A Market Timing Report based on the 8-22-2014 Close, published Sunday August 24th, 2014 Stocks: We added back other U.S. exposure through individual stocks during the recent bounce and remain fully exposed to the markets. The SP500 could pull back … Continue reading

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Market Timing Brief for the 8-15-2014 Close: Why We Sold Some U.S. Stocks

A Market Timing Report based on the 8-15-2014 Close, published Sunday August 17th, 2014 We sold some U.S. stock market exposure including mid and large caps at the end of the week after making a nice short term profit.  I … Continue reading

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Market Timing Brief for the 8-08-2014 Close: Why We Bought, Selectively.

A Market Timing Report based on the 8-08-2014 Close, published Saturday August 10th, 2014 We started buying a bit early and then bought more aggressively in the U.S. large cap (SPX, SPY) and mid-cap markets (MID, IJH, MDY) as well … Continue reading

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Market Timing Brief for the 8-01-2014 Close: The Selling Has Begun. Will It Stop Soon?

A Market Timing Report based on the 8-01-2014 Close, published Saturday August 3rd, 2014 Did earnings or the Fed bring small caps back down so dramatically? Both.  Small cap (RUT, IWM) valuations were stretched, and the bounce back was not … Continue reading

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