Economic Indicators, Economy

Building an investing system with the top economic indicators

Update: I updated the charts and some of the performance results on March 28, 2017. I found and corrected an error in the performance calculations. Conclusions remain the same. It’s finally time to start turning all the economic indicator stuff I’ve been posting on into something useful for investors. In this post I’ll introduce the SPY-COMP indicator and how it…

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Economy

2012 investment outlook

I don’t know why I feel the need to do an outlook post. I don’t pay any attention to market forecasts. I don’t invest in indexes. So, why the need for an outlook post? Well, over the years I have to come to the opinion that it is quite helpful to your investment results to know at a very broad…

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Economy, Stocks

Update on contrarian indicators – sit tight for now

Today I wanted to update my top 3 contrarian indicators. The market selloff continues and looking at contrarian indicators can give an investor an edge in determining the right time to buy. I introduced these indicators in this post; money flows; investors sentiment, and margin debt. Lets see what they’re telling us. First up, money flows. Money continues to pour…

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Economy, Portfolio

Is the US Japan 2.0?

With all the discussion of the current economic situation in the US, jobs, deficits, etc.. it constantly amazes me how short term oriented and myopic investors can sometimes be. In this regard I think we could gain some insight by looking at what’s happened in Japan since 1990. Barry Ritholz at the Big Picture has a great post comparing the…

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