This lesson discusses market internals and why combined with valuations and economic trends they are a powerful tool for managing portfolio risk. Items covered include: What are the behavioral aspects of valuations and market internals. What is trend, momentum, and sentiment. What are absolute and relative trends. How trend is measured. How momentum differs from trend and how is it measured How sentiment is measured. The length is 12 minutes. … [Read more...]

This lesson discusses market internals and why combined with valuations and economic trends they are a powerful tool for managing portfolio risk. Items covered include: What are the behavioral aspects of valuations and market internals. What is trend, momentum, and sentiment. What are absolute and relative trends. How trend is measured. How momentum differs from trend and how is it measured How sentiment is measured. The length is 12 minutes. … [Read more...]

This video lesson analyzes the April 2015 jobs report released by the U.S. Bureau of Economics. The purpose of the video is to show you what I look for in employment releases as potential indicators for a change in economic trends. The episode length is 28 minutes. https://vimeo.com/127354802 … [Read more...]

This video lesson shows you what to look for in quarterly Gross Domestic Product releases as potential indicators for a change in economic trends. The video length is 28 minutes. https://vimeo.com/126545320 … [Read more...]

This audio lesson discusses purchasing managing indices, also known as PMI. Items covered include: What are purchasing managers indices. How are they calculated. Why they are a robust leading economic indicator. How stock and bond markets have performed relative to PMI data. How PMI data is incorporated into the Hub's monthly investment conditions report. The episode length is 13 minutes. https://dajl4eatqq6v9.cloudfront.net/pmi-frql.mp3 … [Read more...]

This audio lesson discusses stock market valuations and why they are helpful for understanding base market conditions but not necessarily for timing the market. Items covered include: Why valuation works as a good estimate of long-term investment returns and why I use them in the monthly investment conditions report. What are cyclically adjusted price-to-earnings ratios. How have stock market returns varied based on the level of cyclically adjusted P/E ratios. How market momentum … [Read more...]

The monthly investment conditions report and mid month strategy updates are cornerstone content on the Hub. This course provides an introduction to the components that comprise investment conditions and why they are important as you manage your portfolio. Start with the video below that provides an overview of the monthly investment conditions report. https://vimeo.com/137497483 [lms_dashboard] View Next … [Read more...]