Monday, we recorded a relative performance Buy Signal for MSCI ACWI ex USA, Europe & Emerging Markets versus the USA (S&P500) and today we are going to focus on Emerging Market Asia. It is no…

Monday, we recorded a relative performance Buy Signal for MSCI ACWI ex USA, Europe & Emerging Markets versus the USA (S&P500) and the largest weighted country in the international index is Japan. So, it is…

Yesterday we spoke about how our Money Flow Model decline looks to have arrested but let’s not hold our breadth. As you can see from the chart of the model below, the spread has been…

Over the past several trading days we have been noting the weakness in our high frequency Money Flows and good news, our Money Flow Model had very positive reversal yesterday, arresting the decline that we…

We’ve been Bullish on the equal weighted Cyclical, Value/Hard Assets since July 21, 2025 and they have underperformed up until Nov 3, 2025. Since then, we have seen very nice outperformance versus the S&P500 from…

Today we are going to show an indicator that we call Mirror Money Flow as we are showing the stocks in S&P500 that have positive money flows with the mirror image of negative money flows….

There are two problems with the stock market that are continuing to trouble me, our high frequency Money Flows and the Cost of Capital (Bond Yields). As everyone knows, our Money Flow Model has been…

Below are two very important charts that we believe will dictate what happens to the stock market in 2026. We believe the cost of capital to the key to this stock market and what we…

Today is a new year but the charts are still the same as last year and the years before since the COVID bottom. We continue to expect the positive trend of outperformance for Cyclical (equal…

As I say to my father and brothers, “Give me 3 years or longer and our model will show alpha by avoiding excessive drawdown”. As you can see below from the performance of our Money…