User: Tim Knight: Historical Example
The Dow has hit 31 all-time highs in 2017 and has done so with no more than a 3% pullback.
The S&P 500 has not seen a drawdown of more than 3% since the election last November. As PensionPartners' Charlie...
My favorite analog right now...........
Crash of 1929 - this is what I keep hidden under my mattress.
The stock market is near peak euphoria here (tracked by the ratio of Fwd P/E to VIX)...
A long view of the psychology of the markets
Historically speaking, such levels of exuberance have tended to have poor outcomes for investors who did not reali...
Hedge Funds Have Never Been This Bullish About Small-Cap Stocks...
Over 57,000 Russell 2000 e-mini contract longs were added in the last two weeks - the most since July 2008 - leavi...
Notably, the US Macro Surprise Index has dropped for 13 straight weeks (since The Fed hiked in March) - this is th...
Below looks at the Stock/Bond ratio (SPX/ZROZ), using the two assets from above. The ratio in our humble opinion,...
The last time US Macro and stocks decoupled like this was in mid 2015 and did not end well for stocks...
2017.05.03 - Prudent Speculator 2.jpg (1254×1080)
'Reputable' Investing Newsletter To Millennials: "If You Do Not Have 100% In Equities, You Are Crazy"
It was 50 stocks back then, just add a “0” today and make it the nifty 500? S&P 500 Long-Term “Weekly” Chart
The transports are a key cog in our economy, so they also tend to be a key indicator for stocks historically.
Stock-To-Bond Ratio Back At 2007 Peak
The Last Time Americans Felt This Good About Stocks, The Dot Com Bubble Burst 2 Months Later
Durable Goods Orders have gone nowhere for five years...
Transports; Could be repeating 1999 & 2007 pattern
Household Wealth Has Never Been Higher Relative To Income
Treasury Yields: A Long-Term Perspective - dshort - Advisor Pers...
Last year was a remarkable one for yields. The 10-year note hit its historic closing low of 1.37% in July and then...
Amazing long-term view of stock uptrend and channel
Market recoveries and declines measured in time
Third major instance of a very bearish setup in Dow Transports
What is perhaps more immediately worrying is the seasonal tendency for a post-fiscal-year surge in Economic data f...
And worse still, Barack Obama is the only president in US history to never have a year of economic growth over 3.0%...
correction 1.jpg (1314×648)
Until recently. As the next chart shows, we are now 11.2 months removed from the bottom of the last correction. Wh...
Reagan and Trump
TLT/SPY is awfully similar (umm, identical) to 2007
Junk bond divergence
PE levels back to 1929
hanson bubble.jpg (947×818)
Houses NEVER more expensive
Presently, the median stock in the S&P 500 is more overvalued than at any point in U.S. history, easily exceeding...
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Internet firm acquisitions typically turn out to be duds.
20160915 - Harvard 4.JPG (1212×881)
Male labor force participation
VIX is unprecedentedly low for an election year
Corporate profit plunge
Equities are actually considered safer than bonds now. Freaky.
Topping pattern on the NASDAQ
Secular bear market markers
Fear and Greed over the past couple of years
A beauty of a chart aligning margin debt with stock peaks
Diagramming the central bank interference with free markets
$NYSI is now most overbought since spring of 2014:
The long term moving averages suggest that anyone holding on to stocks is certifiably insane.
Analog time from the beartard
Barrels of oil per ounce of gold