The Trend Model is an asset allocation model which applies trend following principles based on the inputs of global stock and commodity price. In essence, it seeks to answer the question, “Is the trend in the global economy expansion (bullish) or contraction (bearish)?”My inner trader uses the trading model component of the Trend Model seeks to answer the question, “Is […]
Echoing the grave concerns of no lesser ‘maestro’ of manipulation than Alan Greenspan, Wells Capital Management’s Jim Paulsen notes that while the U.S. stock market has risen by about 3 times from its crisis low in March 2009; much of this advance has been against a backdrop of disappointing productivity gains… should productivity growth remain subpar, stock market risk […]
U.S. stocks rose Monday even with another negative surprise, this time in the Empire State survey, one of the first pieces of data on March activity. The Empire survey, at 6.9 in March, was the weakest since November 2013, and well below the reading of 8 expected by economists.For the year, the divergence between the U.S. and Europe has been […]
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The stock market hasn’t had a great start to the year. In 2015’s first full week, the S&P 500 lost ground and on Monday the price of oil was crashing again and bringing stocks lower, too. Still, the benchmark index is less than 3% away from all-time highs, and according to Jim Paulsen at Wells Capital, using the median price-to-earnings […]
The S&P 500 was up 0.5 percent to 2,063 for the week, and is now up nearly 11 percent from its October lows. The S&P also had its best five-week winning streak since April 2009, and some analysts say its recent gains may take some of the steam out of a potential late December rally.”We beat the Christmas rush and […]
(Read more: Kass thinks S&P should fall 9%, but is he right?) “We’re going to have this frustratingly volatile but flat year,” Jim Paulsen, chief market strategist at Wells Capital Management, said in an interview. “You have this big year, and then you’ve got to spend some time to re-establish a base to take off from. […]
