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Holding Steady

Over the past week, my core market health indicators bounced around a bit, but are holding steady in bullish territory. One thing of note, is that my measures of the economy are on the verge of going positive. I suspect that there is a good chance they go positive in the next few weeks.   Conclusion The market is rallying with healthy internals. Odds are we continue to move higher.

 
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Here We Go

Over the past week, all of my core market health indicators rose. As I suspected, we’re getting new highs and not a long term top… just yet.

 
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Ready to Launch

Over the past week, most of my core market health indicators rose dramatically. It appears that market internals are preparing for a move higher. As I mentioned last week, it looks like the current dip is merely rotation before a move to all time highs rather than the making of a long term top. The measures of market quality and strength moved into positive territory this week. That changes the core portfolio allocations as follows: Long / Short hedged portfolio: 90% long high beta stocks and 10% short the S&P 500 Index (or use the ETF with symbol SH) Long / Cash portfolio: 80% long and 20% short Volatility Hedged portfolio: 100% long since 11/11/2016

 
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