Stock Complacency Arises as Market Risks Intensify
In Market Analysis onStocks and bonds were a mixed bag in the third quarter. The S&P 500 increased 1.1%(i) for the quarter while…
Stocks Continue Rise in the Second Quarter
In Market Analysis onToews began the quarter with a partial (1/3) allocation to US Stocks, with all other asset classes fully invested. We…
Stocks Hold Significant Risks even at Fair Value
In Market Analysis onInvesting platitudes (allocate, rebalance, repeat) about stocks betray the high risks and limited time horizons for the bulk of investors.…
Toews Delivers Up Capture as Tactical Suffers
In Market Analysis onInvestors remained anxious entering 2013, and there was no shortage of stress-evoking events. Despite that, the S&P 500 realized the…