Category Archives: large cap stocks

Market Timing Brief™ for the 2-17-2023 Close (2-21-23 through 3-15-23 Updates) “Still Just a U.S. Stock Market Bounce. How is Gold Holding Up? When Will the Bond/Treasury Market Be Safe Again?”

A Market Timing Report based on the February 17, 2023 close, with charts and commentary updated through 2-27-2023… Market Timing Update for 3-15-23: The Bullish Scenario for U.S. Stocks and Bonds The Bullish scenario is based on a “Big Green … Continue reading

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Market Timing Brief™ for the 10-28-2022 Close “Just Another Bounce or the End of the Bear Market for Stocks? When Gold Will Rise Again. How High Will Rates Go?”

A Market Timing Report based on the October 28, 2022 close… First, how has my “Big Red Wave” level worked out?  We came down to SP500 Index of 3491.68 on 10-13-2022 vs. my level of 3461.  That means we came … Continue reading

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Market Timing Brief™ for the 7-08-2022 Close “Stocks Stabilize Ahead of Earnings Slowdown. So You Want to Fight the Fed? Gold Slips with Commodities. Treasury Yields Flat Vs. Early May.”

A Market Timing Report based on the July 08, 2022 close… The Fed has just ONE mandate now: Get Inflation Lower, as I said in my last issue.  The Fed has egg on its face for letting inflation run to … Continue reading

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Market Timing Brief™ for the 4-29-2022 Close “Markets on the Edge of the ‘Big Red Wave.’ Gold Off Its Top. Long Term Treasuries Taking a Fed Beating.”

A Market Timing Report based on the April 29, 2022 close… The Fed usually explains that it has two mandates, “Full employment and price stability.”  What they don’t tell you is that they favor price stability over employment when push comes … Continue reading

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Market Timing Brief™ for the 1-21-2022 Close with Updates at Top “Big Red Wave Warning” and “Inflation Strategy Addendum”: “The U.S. Stock Market Has Two Choices. The Golden Triangle. Rates Have Peaked?”

A Market Timing Report based on the January 21, 2022 close… 3-25-2022 UPDATE This morning, the SP500 Index challenged the market timing reversal I posted about on 3-22-22.  A “Reversal of the Reversal” will not or would not be taken … Continue reading

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Market Timing Brief™ for the 10-01-2021 Close: 1) “Is the Correction Over? 2) Why Is Gold Doing Badly with High Inflation? and 3) Interest Rates Are Rising Again.”

A Market Timing Report based on the October 01, 2021 close… What’s the Market Timing Set-up Now? We are getting through COVID-19 one way or another.  The easy way is vaccination.  The hard way is resisting vaccination based on anti-scientific … Continue reading

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Market Timing Brief™ for the 06-18-2021 Close: “Is This a Dip, a Correction or Worse? Why Did Gold Crash This Week? Why Are Rates Falling?”

A Market Timing Report based on the June 18, 2021 close… What’s the Market Timing Set-up Now? The economy is recovering thanks in large part to the success of the pharmaceutical industry in creating highly effective vaccines in record time.  … Continue reading

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Market Timing Brief™ for the 03-19-2021 Close: “What to Do if the Stock Market Weakens Further. Any Help for Gold? Will the Ramp in Interest Rates Slow Down?”

A Market Timing Report based on the March 19, 2021 close… What’s the Market Timing Set-up Now? The Tech Sector became grossly overvalued (numerous stocks with massive Price/Sales ratios), and some of that is being corrected.  However, new lows in … Continue reading

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Market Timing Brief™ for the 01-29-2021 Close: “Is the U.S. Stock Market Done Giving Back Gains? Gold with Losses for 2021 and Interest Rates Still Climbing.”

A Market Timing Report based on the January 29, 2021 close… What’s the Market Timing Set-up for February? We had an initial decent start to the year, and then things got a bit crazy with stocks like Gamestop and AMC … Continue reading

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Market Timing Brief™ for the 12-24-2020 Close: “The Risks to 2021 Stock Market Setup. Two Risks are Solved, One Fake and Three Real! P.S. Gold Is Sliding.”

A Market Timing Report based on the December 24, 2020 close… First some orientation to what you’ll see here going forward in terms of market timing.  I’m going to reduce my view of the markets to short simple statements.  There … Continue reading

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