THE COMBINATION OF INFLATION AND HIGH DEBT LEVELS COULD BE A PROBLEM FOR STOCKS
On July 12, TPA’s World Snapshot report entitled Debt – Its Not A Matter Of If, But When, explained, “So far, these incredible levels of...
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Jeff Marcus
- Jul 12, 2021
- 2 min
DEBT – IT'S NOT A MATTER OF IF, BUT WHEN.
CONSUMER One of the few benefits of the Pandemic was that it forced some people to save. Those who could work remotely, but could not go...
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Jeff Marcus
- Jun 21, 2021
- 2 min
A STRATEGY FOR DECLINE BASED ON THE PAST 20 YEARS OF DECLINES
A STRATEGY FOR DECLINE BASED ON THE PAST 20 YEARS OF DECLINES The 2 charts below, which look at the S&P500 on an OHLC and closing basis...
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Jeff Marcus
- Jun 11, 2021
- 2 min
WHERE TO BE IN THE MARKET THE YEAR AFTER AN INFLATION SPIKE
WHERE TO BE IN THE MARKET THE YEAR AFTER AN INFLATION SPIKE The past 12 months have witnessed the largest spike in inflation, measured by...
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Jeff Marcus
- May 27, 2021
- 6 min
REASONS TO BE CAUTIOUS. MITIGATING FACTORS. SIGNALS TO WATCH FOR REAL PROBLEMS.
REASONS TO BE CAUTIOUS. MITIGATING FACTORS. SIGNALS TO WATCH FOR REAL PROBLEMS. Since March 23, 2020, the U.S. stock market has enjoyed a...
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Jeff Marcus
- May 14, 2021
- 1 min
Buy TOL. Onward and upward for home builders!
TOL shows a consistent pattern of breaking out and then retreating temporarily to that break-out support. The most recent break-out was...
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Jeff Marcus
- May 6, 2021
- 2 min
IF YOU HAVE LOADED UP ON SMALL CAPS, BE CAREFUL HERE.
IF YOU HAVE LOADED UP ON SMALL CAPS, BE CAREFUL HERE. TPA told clients to buy Small Caps in October 2020 and January 2021. In February,...
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Jeff Marcus
- Apr 28, 2021
- 4 min
THIS IS NOT A HOUSING “BUBBLE”
THIS IS NOT A HOUSING “BUBBLE” Pundits are continually warning about home prices and berating the FED for its role in setting up a...
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Jeff Marcus
- Apr 26, 2021
- 1 min
A free look at TPA's weekly Top 10 Buys & Top 10 Sells
Every week TPA provides its subscribers its Top 10 Buys & Top 10 Sells. These are high conviction stocks that TPA has recommended...
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Jeff Marcus
- Apr 9, 2021
- 4 min
A PERFORMANCE MAP OF THE RECOVERY AND THE MOST LIKELY PATH FROM HERE
Although the broad market measure S&P500 is now up 83% from the Covid-19 3/23/20 low, there are large performance discrepancies between...
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Jeff Marcus
- Mar 18, 2021
- 2 min
LOOK OUT MARKET IF EXPECTATIONS DO NOT BECOME REALITY
THE MARKET – EXPECTATIONS NEED TO BECOME REALITY As vaccinations are given, new cases and deaths from Covid-19 decline, trillions of...
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Jeff Marcus
- Mar 2, 2021
- 2 min
BOND YIELDS RISING ABOVE STOCK YIELDS IS NOT A REASON FOR CONCERN
BOND YIELDS RISING ABOVE STOCK YIELDS IS NOT A REASON FOR CONCERN In early August 2020, the spread between the S&P 500 dividend yield and...
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Jeff Marcus
- Feb 25, 2021
- 2 min
THE OUTPERFORMANCE OF SMALL CAPS IS AT AN EXTREME
THE OUTPERFORMANCE OF SMALL CAPS IS AT AN EXTREME TPA monitors the performance and relative performance of broad market categories in the...
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Jeff Marcus
- Feb 9, 2021
- 1 min
STOCK PERFORMANCE PATTERNS MIRROR HISTORICAL RISING RATE PERIODS
STOCK PERFORMANCE PATTERNS MIRROR HISTORICAL RISING RATE PERIODS Since October, TPA has been telling clients to position their portfolios...
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Jeff Marcus
- Feb 1, 2021
- 1 min
HIGH SHORT INTEREST BASKET -RGS, IGMS, REV, IFF, MDGL.
If you can’t beat them, join them. Today’s recommendation is apolitical, unbiased, and objective. This is a moment in time when a...
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Jeff Marcus
- Jan 26, 2021
- 3 min
ARE LOTTERY-LIKE FACTORS DRIVING THE STOCK MARKET?
ARE LOTTERY-LIKE FACTORS DRIVING THE STOCK MARKET? The S&P500 closed yesterday at 3855.36, which is up 72% since the March low close of...
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Jeff Marcus
- Jan 11, 2021
- 2 min
Investment Performance issues? Try this...
Performance issues? Don’t change your strategy (the WHAT), add TPA to improve WHEN and WHERE you buy. After 11 years of serving a small...
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Jeff Marcus
- Jan 11, 2021
- 2 min
Investment Performance issues? Try this...
Underperformance issues? Don’t change your strategy (the WHAT), add TPA to improve WHEN and WHERE you buy. After 11 years of serving a...
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Jeff Marcus
- Jan 8, 2021
- 2 min
WHAT STOCKS ARE DRIVING THIS RALLY?
WHAT STOCKS ARE DRIVING THIS RALLY? After a brief retreat, stocks have powered ahead in 2021. The S&P 500 is up 1.61% YTD, but more...
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Jeff Marcus
- Jan 4, 2021
- 2 min
WHAT TO BUY IN A RISING RATE ENVIRONMENT
There is a consistent pattern to the performance of stocks in rising rate environments. TPA has been telling clients about these patterns...
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