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db cover photo june 28 2022

Jun 29

Daily Brief - Bull trap or true bottom?

We highlighted what a true market bottom might look like. Since then, the market has been rallying and risk sentiment has improved. Is this THE market low?

db cover photo june 27 2022

Jun 28

Daily Brief - Where to find good news on inflation

Inflation news keeps getting worse. At over 9% year on year across much of the developed world, it has not been this high since the 1980s. What's the end game?

db cover photo june 24 2022

Jun 25

Friday Edition! (June 24 2022)

Recently, the TLI captured the market swings with near perfection, so we watched with keen interest as it turned bullish in an oversold market early this week.

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Jun 24

Daily Brief - The Thursday Market Checklist

A new low for SPX P/E shows we’re working our way to more sensible valuations, albeit SPX forward earnings are higher and Economic Surprises are making new lows

db cover photo june 22 2022

Jun 23

Daily Brief - The bull market you don’t expect

At the burst of the dot.com bubble, Value stocks entered a multi-year bull market. At the end of QE, conditions might be ripe for another bull market in Value.

db cover photo june 21 2022

Jun 22

Daily Brief - How to recognize a Bear Bottom

A key insight in Livermore’s classic - Reminiscences of a Stock operator - is to “never fight the ticker tape”. Buy in a bull market, short in a bear market.

db cover photo june 20 2022

Jun 21

Daily Brief - What is a sucker rally?

We are in a bear market. Historically, stock prices are in a rising trend over 75% of the time so for many investors, a downtrend is a new experience.

db cover photo june 17 2022

Jun 18

Friday Edition! (June 17 2022)

The TLI has had an excellent track record in the last market swings. So we’ve all been watching it move higher awaiting for a move into bullish territory.

db cover photo june 16 2022

Jun 17

Daily Brief - Can the economy take 75bp?

With an unexpected 75bp hike, the Fed earned the respect of the market, which responded with a relief rally (remember when Trump was elected?).