THE BEST MEASURE OF INVESTOR SENTIMENT?
Trigger goes hereExtremes of investor sentiment, whether bullish or bearish, have proven to be a valuable tool for identifying periods with a high probability of major trend changes.Indeed, one of the most reliably [...]
THE VELOCITY OF MONEY IS AT ITS LOWEST LEVEL SINCE THE GREAT DEPRESSION DESPITE PERSISTENT INFLATIONARY PRESSURES
By Jonathan Baird - January 15, 2022 The velocity of money (the frequency at which money changes hands) sits near all-time lows and is again slowing, following a short-lived stimulus-induced boost in 2020.The velocity [...]
NON-S&P 500 STOCKS REACH LOWEST RELATIVE VALUATION IN DECADES
By Jonathan Baird - January 7, 2022 Perhaps the defining characteristic of the bull market of recent years has been its exceedingly narrow breadth, rivalled only by the markets of the 1920s, the “Nifty [...]
INSIDER SELLING IS PRODUCING THE GREATEST TRANSFER OF INVESTMENT RISK IN HISTORY
A long-time investment maxim is that it pays to watch the stock transactions of company insiders, for they are in the best position to know the future earnings prospects of their company’s. Indeed, [...]
THE MOST SIGNIFICANT CHART OF 2022: CAPITAL FLOWS INTO EQUITIES WERE GREATER IN 2021 THAN THE COMBINED INFLOWS OF THE PREVIOUS 19 YEARS
By Jonathan Baird - December 7, 2021 We have long found that the analysis of capital flows, investor sentiment and market extremes are among the most useful factors to consider in producing superior investment [...]
THE INTANGIBLE STOCK MARKET?
By Jonathan Baird - November 16, 2021 The ratio of tangible to intangible (e.g., goodwill) has changed substantially over the years. In 1975 fully 83% of the S&P 500’s total assets were classed as [...]
THE BEST MEASURE OF INVESTOR SENTIMENT?
Trigger goes hereExtremes of investor sentiment, whether bullish or bearish, have proven to be a valuable tool for identifying periods with a high probability of major trend changes.Indeed, one of the most reliably [...]
THE VELOCITY OF MONEY IS AT ITS LOWEST LEVEL SINCE THE GREAT DEPRESSION DESPITE PERSISTENT INFLATIONARY PRESSURES
By Jonathan Baird - January 15, 2022 The velocity of money (the frequency at which money changes hands) sits near all-time lows and is again slowing, following a short-lived stimulus-induced boost in 2020.The velocity [...]
NON-S&P 500 STOCKS REACH LOWEST RELATIVE VALUATION IN DECADES
By Jonathan Baird - January 7, 2022 Perhaps the defining characteristic of the bull market of recent years has been its exceedingly narrow breadth, rivalled only by the markets of the 1920s, the “Nifty [...]
INSIDER SELLING IS PRODUCING THE GREATEST TRANSFER OF INVESTMENT RISK IN HISTORY
A long-time investment maxim is that it pays to watch the stock transactions of company insiders, for they are in the best position to know the future earnings prospects of their company’s. Indeed, [...]
THE MOST SIGNIFICANT CHART OF 2022: CAPITAL FLOWS INTO EQUITIES WERE GREATER IN 2021 THAN THE COMBINED INFLOWS OF THE PREVIOUS 19 YEARS
By Jonathan Baird - December 7, 2021 We have long found that the analysis of capital flows, investor sentiment and market extremes are among the most useful factors to consider in producing superior investment [...]
THE INTANGIBLE STOCK MARKET?
By Jonathan Baird - November 16, 2021 The ratio of tangible to intangible (e.g., goodwill) has changed substantially over the years. In 1975 fully 83% of the S&P 500’s total assets were classed as [...]
THE BEST MEASURE OF INVESTOR SENTIMENT?
Trigger goes hereExtremes of investor sentiment, whether bullish [...]
THE VELOCITY OF MONEY IS AT ITS LOWEST LEVEL SINCE THE GREAT DEPRESSION DESPITE PERSISTENT INFLATIONARY PRESSURES
By Jonathan Baird - January 15, 2022 The velocity [...]
NON-S&P 500 STOCKS REACH LOWEST RELATIVE VALUATION IN DECADES
By Jonathan Baird - January 7, 2022 Perhaps the [...]
INSIDER SELLING IS PRODUCING THE GREATEST TRANSFER OF INVESTMENT RISK IN HISTORY
A long-time investment maxim is that it pays [...]
THE MOST SIGNIFICANT CHART OF 2022: CAPITAL FLOWS INTO EQUITIES WERE GREATER IN 2021 THAN THE COMBINED INFLOWS OF THE PREVIOUS 19 YEARS
By Jonathan Baird - December 7, 2021 We have [...]
THE INTANGIBLE STOCK MARKET?
By Jonathan Baird - November 16, 2021 The ratio [...]