Real Time Recession Indicator (Update)
Not to be a Grinch, but our real time recession indicator continues to signal an oncoming contraction in the US economy.
Author Archive: Guy Lerner
Daily Sentiment Report: 12.23.11
The Rydex market timers represent a small segment of the investing world. Nonetheless, their actions remain a useful window into the mindset of investors. The Rydex asset data is sentiment data, and it is based upon real asset flows. It is not an investor opinion poll. By tracking the money, we get to see how [...]
Daily Sentiment Report: 12.22.11
The Rydex market timers represent a small segment of the investing world. Nonetheless, their actions remain a useful window into the mindset of investors. The Rydex asset data is sentiment data, and it is based upon real asset flows. It is not an investor opinion poll. By tracking the money, we get to see how [...]
Bull Markets, Buying Opportunities and Gold
Bull markets are extraordinary opportunities for wealth creation. There is something unquantifiable about the persistence of price as it moves higher. How to define a bull market is another question, but however it is done, we can agree that something different has occurred to create the dynamics that seem to persist in a bull market.
Daily Sentiment Report: 12.21.11
The Rydex market timers represent a small segment of the investing world. Nonetheless, their actions remain a useful window into the mindset of investors. The Rydex asset data is sentiment data, and it is based upon real asset flows. It is not an investor opinion poll. By tracking the money, we get to see how [...]
Daily Sentiment Report: 12.20.11
The Rydex market timers represent a small segment of the investing world. Nonetheless, their actions remain a useful window into the mindset of investors. The Rydex asset data is sentiment data, and it is based upon real asset flows. It is not an investor opinion poll. By tracking the money, we get to see how [...]
Daily Sentiment Report: 12.19.11
The Rydex market timers represent a small segment of the investing world. Nonetheless, their actions remain a useful window into the mindset of investors. The Rydex asset data is sentiment data, and it is based upon real asset flows. It is not an investor opinion poll. By tracking the money, we get to see how [...]
GLD: Technicals (part 1)
In previous articles, I provided fundamental and some technical evidence that not only is the gold bull market intact, but that the fundamentals for higher price appreciation remain strong as well. Yes, there has been some technical damage, and yes, it is enough to warrant caution. On the other hand, investors need to remain alert [...]
Investor Sentiment: Santa Claus Rally
If you look hard enough at the charts, you might be able to see the infamous Santa Claus pattern. It is a price pattern, similar to the cup and handle or maybe it is the head and shoulders, that looks like a rotund person with a white beard in a baggy, red suit. If you [...]
Market Musings: It is not Us, it is Them
Hope. It persists. We have hope for a Santa Claus rally, but that window is closing.
What is Up With Crude Oil? Again.
The last time I asked that question was only 2 weeks ago when West Texas Intermediate crude oil was breaking out above its simple 10 month moving average. Yet, in an oops kind of moment we can ask the question again — what is up with crude oil? Since the breakout, crude oil has lost [...]
Daily Sentiment Report: 12.16.11
The Rydex market timers represent a small segment of the investing world. Nonetheless, their actions remain a useful window into the mindset of investors. The Rydex asset data is sentiment data, and it is based upon real asset flows. It is not an investor opinion poll. By tracking the money, we get to see how [...]
Gold Fundamentals Remain Attractive
Going back to 1976, falling bonds yields have been a favorable back drop for gold. More specifically, I have looked at how interest rates effect the price of gold. A study that utilizes the buy signals from my bond model (i.e., yields going lower) coupled with a negative 26 week rate of change of the [...]
Daily Sentiment Report: 12.15.11
The Rydex market timers represent a small segment of the investing world. Nonetheless, their actions remain a useful window into the mindset of investors. The Rydex asset data is sentiment data, and it is based upon real asset flows. It is not an investor opinion poll. By tracking the money, we get to see how [...]
Gold: It is Still a Bull Market
I am not sure what all the fuss is about. Yes, the SPDR Gold Trust (symbol: GLD) is down about 15% from its September high, but technically and fundamentally, gold is not broken. Period.
