Asset Allocation
A Look In The Rearview Mirror
Self examination can be good for the soul, so each year time is taken to look back over the preceding year or so, critically reviewing the significant studies, portfolio shifts and recommendations appearing in this publication. Including the good....and the bad.
Defensive Posture Maintained
It continues to appear the stock market is forming a major cyclical bull market top. The Major Trend Index did improve some in December but remains convincingly negative with a reading of +1461 and -2000.
All Our Systems Are Still "Go"
A month ago this section lead off with the headline "All Systems Are Go".
The New “In Vogue” Game
I think the market looks quite impressive. Many of the formula types, the now in vogue “tactical asset allocators”, will have to scramble back into stocks if long bond rates continue to come down or if earnings growth assumptions go up.
View from the North Country
Asset Allocation Today: The Age of Specialized Money Managers…Northwest Airlines: Smoke Free and Toilet Free Flights?
Perception for the Professional
March 2026 Issue
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