Fundamental Analysis

Thank you for your interest in my analysis.

The cornerstone of my Tactical Strategy is the intersection of Economic Fundamentals, Monetary Policy, and Technical Analysis. The combination of these has helped me implement an effective Tactical Strategy that seeks to identify...

The cornerstone of my Tactical Strategy is the intersection of Economic Fundamentals, Monetary Policy, and Technical Analysis. Combining fundamental and technical analysis has helped me implement an effective Tactical Strategy. This combination was particularly effective in 2022.

Below...

The stock market rewards the Buy and Hold investment strategy during a Secular Bull Market as every cyclical bear market is followed by higher highs. The S&P 500 has repeatedly made a new all time high since the low in March 2009, despite a number of meaningful setbacks. Investors have...

Stock values are determined by the level of interest rates and in large part by earnings. As earnings increase over time investors are often willing to pay a higher price for stocks during a bull market. This is why the Price / Earnings Ratio moves up until...

The following is a recap of the stock market analysis I provided in my monthly investment letter “Macro Tides” from early 2007 to April 8, 2010. My approach combines both fundamental analysis and technical analysis, which is unusual. Most economists and market strategists rely almost...

The following is a recap of the economic and stock market analysis provided in my monthly investment letter “ Macro Tides ” from January 2007 to December 2009. The majority of economists and financial advisors failed to see the credit crisis coming in 2007, and also failed to...