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Ron Rowland: It’s easy to get caught up in recent stock market action. Then there are investment advisors who often go to the other extreme, urging their clients to ignore current events and think “long term.” The correct answer is somewhere in between. Read more…
David Zeiler: The hottest sectors for the third-quarter earnings season, Energy and Materials, should stay on their winning streak through the next quarter, but will get hit by lagging demand from emerging markets in 2012. Read more…
Despite signals from the bond market that there is a 60% chance of recession and little more than promises from European leaders that they are just about to fix their debt and banking crisis, investors have gorged themselves for five-days at a smorgasbord of cyclical treats and a Read more…
Corey Rosenbloom: What is the broader Sector Rotation Model saying about the current state of the stock market? Let’s take a look from two perspectives: January to October (year to date) and then from the May 2011 peak to present. Read more…
NYSE:XLB, NYSE:XLE, NYSE:XLF, NYSE:XLI, NYSE:XLK, NYSE:XLU, NYSE:XLV, NYSE:XLY
US stock futures are pointing to a sharply lower open this morning following yesterday’s afternoon plunge. S&P futures are currently down about 16 handles as European markets took the cue from the Read more…
Chris Ciovacco: We can expect more volatility (up and down) over the next ten days or so. The Federal Reserve has their annual Jackson Hole conference this week. Ben Bernanke is due to deliver public remarks on Friday. In 2010, the Fed used Jackson Hole as a forum to signal a second round Read more…
Stocks posted strong gains on Thursday but on light trade. Despite Thursday’s significant move equities remain in a wide four day trading range. All five major indices closed higher on the session. The small-cap Russell 2000 (NYSE:IWM) and the S&P MidCap 400 led the move higher by posting Read more…
David Fry: Our goal in this profile is to help investors wade through the many competing ETF offerings available. Using our long experience as an ETF publication, we can help select those ETFs that matter and may or may not be repetitive. The result is a more manageable list of issues from Read more…
NASDAQ:EMMT, NYSE:FXZ, NYSE:IRV, NYSE:IYM, NYSE:MXI, NYSE:PYZ, NYSE:VAW, NYSE:XLB
Corey Rosenbloom: What signals or clues are coming from the broader Sector Rotation Model as we see it in July 2011? Read more…
NYSE:SPY, NYSE:XLB, NYSE:XLE, NYSE:XLF, NYSE:XLI, NYSE:XLK, NYSE:XLP, NYSE:XLV
Any golfer will tell you one of the most common and costly mistakes in the game is not following through with your swing. Any investor will tell you there’s no surer sign of ambivalence than a big rally that gets no follow through. And that’s exactly what Tobias Levkovich, the Chief U.S. Equity Strategist at Citigroup thinks will happen this earnings season. “People are getting excited about Q2 earnings being the Read more…
Please see the right hand side of Scott’s Investments for the July update to the US and Global Sector ETF portfolios. I track the performance of each month’s portfolio as well as previous months’ performance. A summary of the data is listed below, including the percent each ETF is above/below Read more…
Please see the right hand side of Scott’s Investments for the May update to the US and Global Sector ETF portfolios. I track the performance of each month’s portfolio as well as the Read more…
Experience tells us the best approach to this week’s Fed trifecta (meeting, statement, and press conference) is (a) to be patient, (b) wait for the news to come out, (c) monitor the market’s 
Over the past several weeks, major equity markets have been in a sideways range while precious metals have been making headlines with parabolic moves. However, almost unnoticed, a 
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