While valuation is known to not be a very effective timing tool, at a certain point, it becomes so extreme that it does matter. This month, we dig into this, plus the current market environment, and prospects for a renewed inflation surge.
Monthly MOTR Checkup Video (MMC): “A Rising Tide Lifts All Boats.” (those with slack in their anchor line, at least)
March 23rd, 2024
Related Market Insights
Some of Our Latest Commentary
Charting My Interruption (CMI): “When Mr. Market Speaks, We Listen.”
Highlights We have recently advised two things: the market was very oversold and should rally, and if that rally checked
Weekly MOTR Report (WMR): “More Cracks in the Fragile Foundation.”
Highlights Market structure continues to weaken, increasing the possibility that lower lows will be flushed out before conditions stabilize. As
Weekly Risk Gauge (WRG): “MT Downtick as Defense Climbs.”
Highlights The U.S. Risk Gauge medium-term timeframe has downticked to 5, deeper into 'Mixed' territory, while the long-term gauge remains
Charting My Interruption (CMI): “Too Late for Bulls, too Early for Bears.”
Highlights We have been closely monitoring the quality of market action as the S&P scores new highs, and we don't
Weekly MOTR Report (WMR): “Don’t Look Now, but Software is Back!!””
Highlights Software is re-emerging as a leadership theme after years of severe underperformance versus semiconductors, a trend that actually began
Weekly Risk Gauge (WRG): “Focusing on Change at the Margin.”
Highlights The U.S. Risk Gauge remains oversold, with the ST timeframe in