Comparing Cap Tiers
I wrote a piece over at seeitmarket.com about cap tiers, comparing the 2007 market top to what we're seeing now. At this point, both the large cap and mid cap indexes have broken to new closing highs, while small cap stocks have yet to do so...
Three Life Lessons From My Yoga Instructor
I have experienced a number of significant life changes in recent years. One of the most powerful has been incorporating a mindfulness practice into my routine...
Talking Bitcoin With My Wife
Yesterday morning my wife and I had "the talk." I was a bit caught off guard. Not really ready to talk about it yet. Not sure how to handle all the questions that would arise. Just not sure we were ready for this. That's right, she asked me what Bitcoin was...
Big Tech and Big Round Numbers
The "macro" side of behavioral finance involves getting inside the heads of other investors to take advantage of the irrational decisions that people tend to make with their investments...
Presenting the 20/40/60/80 Portfolio
One of my side projects for years has been thinking of different ways to measure market breadth. I've often gravitated toward approaches that involve evaluating individual names and then generalizing from there...
Bad Timing and ETF Launches
I've often viewed new financial product launches as a contrarian signal. Similar to magazine covers and above-the-fold headlines, a new product often signifies that the idea behind the product has already played out. ..
Blue Skies for Airlines
I posted an article on airlines over at stockcharts.com after I noticed the group strengthening on the RRG chart. A great example of using data visualization to focus on outliers within a group of names...
Doing Nothing in a Bull Market
As I continue my quest to clean out my Pocket queue, I came across an article from Ben Carlson on his A Wealth of Common Sense blog called "The Art of Doing Nothing." In my endless pursuit of the perfect work/life balance, I have often thought about the trap of "busyness" and the perils of pursuing perpetual productivity...
An Infographic is Worth a Thousand Words
A friend of mine turned me on to Visual Capitalist, a website that designs infographics for a variety of subject areas including finance. As you can probably guess from my career as a technical analyst, I am huge fan of using data visualizations to tell the story...
Surprising Strength in Utilities
I wrote an article for seeitmarket.com on the Utilities sector, highlighting five key stocks to watch in the space. While we're often drawn to the stocks and sectors making headlines, sometimes the best ideas are out there in unexpected places!
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