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Dominic Picarda, CFA

 
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  • S&P 500's All-Time Highs: Buy Or Bye?
    Tue, Jun. 10 SPY, SH, SSO 11 Comments

    Summary

    • The S&P 500 and Germany's DAX are at record highs.
    • Momentum traders claim this is bullish, while some longer-term investors are nervous.
    • History suggests new highs are positive, even when adjusted for today's lofty US valuations.
  • Sunset For The S&P 500?
    Mon, Jun. 2 SPY 22 Comments

    Summary

    • Some bears believe solar activity points to poor returns on US stocks.
    • Since 1871, returns have been better between solar minima and maxima.
    • While there are plenty of reasons to be bearish right now, sunspots are not among them.
  • U.K. Stocks At Risk Of Negative Returns
    Tue, Apr. 29 EWU Comment!

    Summary

    • Valuations on UK closed-end funds are looking stretched.
    • Historically, this has led to poor returns for the FTSE All-Share (ASX).
    • The end of QE in the US could be the trigger for downside in London.
  • The S&P 500's Bumpy Road To Nowhere
    Wed, Mar. 5 SPY, SH, SSO 13 Comments
  • The S&P 500's Aging Bull Market Is Not Over Yet
    Wed, Jan. 8 SPY 9 Comments