Brad Lamensdorf, Author at LMTR.com

Active Alts Focused Momentum +79.60% in 2020

ByBrad Lamensdorf January 5, 2021

By John Del Vecchio and Brad Lamensdorf 2020 was an exceptional year for expensive stocks! A fascinating research piece produced by GMO (managers of $60 billion +) highlighted that in 2020, value stocks returned their worst 12-month performance in history. What’s more, the spread between value stocks and the market is at a historical gap….

Chart of the Week | Uncategorized

Money for Nothing but the Risks are Not Free

ByBrad Lamensdorf December 30, 2020

By John Del Vecchio and Brad Lamensdorf The masses are at it again! As the market climbs higher, investors are borrowing more and more on margin to pad their gains. Greed is in full force. Take a look at this chart, courtesy of Advisor Perspectives, that shows investor credit balances since 1995. Negative balances are…

Chart of the Week

Margin of Safety? What Margin of Safety?

ByBrad Lamensdorf December 21, 2020December 21, 2020

By John Del Vecchio and Brad Lamensdorf Back in the 1990s, if you were in Economics 101 at university and suggested that interest rates would be zero or negative (particularly when there was full employment), you would have received a big, fat “F” on your report card. That’s where we are. As the chart from…

Sentiment Updates

A Chink in the Rally Armor

ByBrad Lamensdorf December 19, 2020

By John Del Vecchio and Brad Lamensdorf Market sentiment remains very bullish. Too bullish. The weekly bulls and bears poll conducted by Market Intelligence shows 63.6% bulls and 17.2% bears. That’s only a slight change in bulls from the week before when they hit 64.4%. Too many bulls by itself isn’t a contrary indicator. Yes,…

Chart of the Week

Profits? We Don’t Need No Stinkin’ Profits!

ByBrad Lamensdorf December 14, 2020

By John Del Vecchio and Brad Lamensdorf The stock market remains on fire. We have been bullish on the market at times this year. Especially during the major low after the COVID fallout and a couple of other times when stocks became too oversold. The more this rally runs though, the riskier it gets. We…

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