Chart of the Week

By John Del Vecchio and Brad Lamensdorf While 2022 has been a brutal year for the markets, Warren Buffet’s favorite indicator is still only back to levels seen in 2000. Now, we have had a massive rally off of deeply oversold levels. While we warned that shorts could get punched in the nose from an…

October 28, 2022 By John Del Vecchio and Brad Lamensdorf China is imploding. The country’s High Yield Bond index is in freefall. This is a harbinger of bad news to come. The index has hit fresh lows on the chart below. This comes at a time when the government is becoming less transparent in its…

The cost of shipping… from Shanghai to Los Angeles has fallen 73% YoY. Now, cargo companies are canceling trips due to low demand. Something to think about before Thursday… To learn more about how these indicators can help manage risk in your portfolio, book a call with Brad. You may book a call here. DISCLOSURE: LAMENSDORF…

To learn more about how these indicators can help manage risk in your portfolio, book a call with Brad. You may book a call here. DISCLOSURE: LAMENSDORF MARKET TIMING REPORT Lamensdorf Market Timing Report is a publication intended to give analytical research to the investment community. Lamensdorf Market Timing Report is not rendering investment advice based on investment…

By John Del Vecchio and Brad Lamensdorf Just one word uttered by Federal Reserve Chairman Jerome Powell has sent the markets reeling. Powell suggested in a short speech that “reducing inflation is likely to require a period of sustained below trend growth.” Then came the doozy. Powell said, “while higher interest rates, slower growth, and…