For Review The Pre-Election Correction Continues, Is It Over? 09-18-20 In this issue of "The Pre-Election Correction Continues, Is It Over?" The Correction Continues A Historical Look At Pre- And Post-Election Years Will Policy Matter Portfolio Positioning Update MacroView: A Permanent Shift To Valuations Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha We Need You To…RIASep 19 2020#MacroView: Newton, Physics & The Market Bubble I have previously discussed the importance of understanding how "physics" plays a crucial role in the stock market. As Sir Issac Newton once discovered, "what goes up, must come down." Andy Kessler, via the Wall Street Journal, recently discussed a similar point with respect to the momentum in stock prices. To wit: "Does this sound…RIASep 18 2020#WhatYouMissed On RIA This Week: 09-18-20 What You Missed On RIA This Week Ending 09-18-20 It's been a long week. You probably didn't have time to read all the headlines that scrolled past you on RIA. Don't worry, we've got you covered. If you haven't already, opt-in to get our newsletter and technical updates. Here is this week’s rundown of what…RIASep 18 2020Growth or Value? Take Our Blind Taste TestGrowth or Value? Take Our Blind Taste Test Given limited resources, it should be no surprise that we aim to maximize the value of our everyday purchases. In most cases, we seek to optimize between acquiring the best product at the most reasonable price. Intriguingly, most investors do not apply the same discretion when investing…RIASep 15 2020Technically Speaking: Is Everything “Priced In?”Is everything "priced in?" Investors have gone "all in" with a disregard for caution. But with markets extended and overvalued what should investors do now? As discussed in this past weekend's newsletter, investors got even more speculative during the recent correction, which is the opposite of what you would expect. But if markets anticipate "good…RIASep 15 2020The 5-Ingredients For Another Market Event RemainsA typical mainstream media claim is the March decline was "the bear market," and the next bull market cycle has begun. Unfortunately, March was not a "bear market," but just a correction within the ongoing bull market that started in 2009. As such, the 5-ingredients for another market "event" remains. A History Of Crashes Throughout…RIASep 14 2020 .
