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Saturday, September 20, 2025

Why Today’s Stock Market Valuations Are Not Excessive: Liquidity, Capital Accumulation, and the Repricing of Risk

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How liquidity and rising wealth explain today’s high valuations in the stock market   Introduction Many market commentators warn that stock...
Monday, August 25, 2025

Unlocking the Power of Market Timing

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 Featured in Technically Speaking (August 2025) and spotlighted by Investopedia , this article delivers hard evidence for smarter investing...
Tuesday, July 29, 2025

When fundamental Indicators Break Down, Price Still Leads

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  The LEI and yield curve missed the mark. Price action and margin debt told the real story, and we listened     For decades, investors lea...
Monday, July 7, 2025

Two new interviews with Alessio Rastani on Youtube

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  Once again, I was invited by Alessio Rastani to join him in two new videos. Since I was in my 80% work, 20% vacation mission across Europ...
Saturday, June 14, 2025

The Real Problem with Buy & Hold—and What to Do About It

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  Three Smarter Ways to Cut Drawdowns Without Killing Performance The core issue with buy-and-hold investing is simple: drawdowns . Big one...
Tuesday, June 10, 2025

Bull market for the gold and silver miners ETFs (GDX & SIL) signaled on 6/2/25

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  Overview: The precious metals landscape has turned very bullish. Gold, silver, platinum, and even base metals like copper are trending s...
Monday, June 9, 2025

Gold and Silver in Sync: The Bull Marches On

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  Silver Seals the Deal: Bull Market Reconfirmed  Overview : On 6/5/25, silver broke above its 10/22/24 highs. It confirmed gold’s previous ...