Interpreting Government Data: Is a Conspiracy Afoot?

Nearly everyone agrees that there are many economic issues and that government policies are an important part of analysis and forecasting. So much for the non-controversial statement. Investors Need to Know As investors, the key questions we all face involve interpreting data.  We want to know whether there are signs of a change in the […]

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ETF Update: True Sector Rotation?

Sector rotation is a matter of time frames.  The TV pundits use the term whenever the daily trade is to sell one group and buy another.  The news story is measured from one day to another. The problem for investors, and perhaps even traders, is that these very short-term moves must be guessed in advance.  […]

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ETF Update: Finding Promise among Many Choices

The market rebound has dramatically changed the sector picture.  A few weeks ago there were no choices.  Now our entire sector universe holds promise. We examine sectors through a disciplined, computer-tested approach using many years of data.  As is the case with most successful trading systems, Trend is a key element.  Bottom-calling is difficult and […]

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ETF Update: Financial Sectors Take the Lead

The stock market rally faltered at the end of last week.  Our trading system suggests that the pull back is an opportunity.  News developments support this. In particular, several important fundamental factors point to better prospects for financial stocks.  The same sectors have also moved quickly to the top of our sector ratings.  Let us […]

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