Oh my God! Oil prices are falling! The economic recovery is stalling! The green shoots are wilting! The stimulus package is a failure!
This emerging consensus, that falling oil prices are a sign the recovery is stalling, is odd to say the least. Rising oil prices are not an indication of economic recovery but rather potentially [...]

Most markets finished down on the week, but the trendless trend of the last two months continues. The economic news was dominated by the worse than expected employment report Thursday, but overall the data continues to indicate a bottoming process in the economy. Employment is generally the last data point to improve coming out of recession (which is [...]

The US Trend Follower model portfolio has recently been updated. Changes to the model are:
Buy IVV  - Increase allocation from 7.5% to 15%
Buy IWN  - Increase allocation from 3.75% to 7.5%
Buy Cash  - Increase allocation from 62.5% to 65%
Sell IYR  - Decrease allocation from 6.25% to 0%
Sell IAU  - Decrease allocation from 15% to 7.5%
 
These changes are based [...]