Millennials and the Markets
According to Blackrock, apparently millennials are excited to be participating in the equity markets through exposure to ETFs...
Demographics and Investment Horizons
Demographics have always been a fascinating investment topic for me. They present an interesting time dilemma in that the data is so long-term that it literally takes decades for themes to emerge and progress...
Concerned About Commodities
I'm seeing commodities and energy stocks reaching important resistance levels here, leading me to expect some sort of correction in the coming weeks...
A Crypto for Carrying On An Undertaking...
It's hard to ignore the bubble-like quality of cryptocurrencies. Now before you dismiss me as a crypto-hater, let me qualify this by saying I agree with Jack Ma's (and others') take that blockchain technology is indeed impressive with so many potential applications...
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...
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...
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...
Bubblicious Irrationality
When I saw this Bloomberg article on bubble conditions, I immediately thought of last weekend at the Behavioral Finance Symposium in San Francisco. I helped run a workshop on the relationship of behavioral finance to trading and technical analysis...
What a Bull Market Looks Like
I started my weekly ETF screen a bit early this week to see how things were playing out before the weekend. I had a feeling it might look fairly rosy, but it was a little over top rosy this time...
Rethinking bearish divergences
"Two roads diverged in a wood and I... I followed price... because that's what is most important." -David Keller
So I posted this recently on Twitter
Hi I’m Dave! Thanks so much for checking out the blog. Check out our free behavioral investing course and don’t miss an episode of Dave’s daily market recap show!
“Those who can not remember the past are condemned to repeat it.”