The Lamensdorf Market Timing Report assesses the environment of the stock market using a variety of technical, fundamental and sentiment-oriented tools from powerful independent research firms. Many investors mechanically enter and depart the market without a true “game plan.” Studies have shown that retail investors, in particular, are very poor market timers, tending to invest at or near market peaks and sell at or near market lows. The newsletter is designed to provide risk parameters for both professional and retail investors around the short-term stock market environment, giving subscribers better insight about when to allocate assets into or out of the equity markets.
Households are Loaded to the Gills with Stocks
Stock Buybacks Hit Record
Wealthy Investors Continue to Pile into Stocks
Nearly Every Stock is Up. Where to Next?
Weak(er) Hands are Holding More Stock
Massive Leverage Suggests Painful Downside (When it Comes)
The Fed is Getting Tipsy on TIPS
Inflation expectations are headline news recently. The big question on many market watchers’ minds is what impact the reopening of the economy post COVID and flush with stimulus will have on inflation.
All the Glitters is……..Gold?
Bitcoin Isn’t the Only Market that’s Flying
Active Alts Focused Momentum +79.60% in 2020
Money for Nothing but the Risks are Not Free
Margin of Safety? What Margin of Safety?
Profits? We Don’t Need No Stinkin’ Profits!
Buffet is in the Nosebleed Section
The ratio of the Wilshire 5000 to nominal quarterly GDP continues to break out to new levels. The ratio is not just breaking out to new highs. It’s in nosebleed territory.