The Stock Market Is Not The Economy

Expectations for 2016 S&P 500 earnings started off at around $124 per share.. and are now at $117 (and the S&P is up on the year):

20160501_PE1_0

How will this disconnect end(and it will)?:

20160501_PE2_0

Hat tip Zerohedge.com

 

And You Thought San Francisco Was Expensive

Looks like a bargain:

ChYVE9eWMAAoAQO

Hat tip NorthmanTrader.com

The Demographic Time Bomb

ChXckXZU4AAu584

Key bit from BusinessInsider.com:   The world is undergoing a profound demographic shift that will cause sweeping changes over the next few decades.

Those changes will broaden the scope of our study of economics and investing; they will alter our understanding of sociology; and they will radically affect politics and governments.

Precisely what these changes will be is difficult to discern and predicting them requires some guesswork, but the one thing we don’t have to guess about is the demographic shift itself.

Fascinating stuff, read the whole thing:  http://www.businessinsider.com/6-charts-explain-worlds-demographic-crisis-2016-4

If you are a fan of demographic data, which Doug and I both are, Mark Steyn’s book, American Alone is a must read:    http://www.amazon.com/America-Alone-End-World-Know/dp/1596985275/ref=sr_1_4?s=books&ie=UTF8&qid=1462133829&sr=1-4&keywords=mark+steyn

The Key, According To Mr. Gundlach

Hat tip Zerohedge.com:  http://www.zerohedge.com/news/2016-04-28/jeff-gundlachs-key-successful-investing

VTI

Stopped out (lock in profit) on 50% before the heavy selling the last two days.

Screen Shot 2016-04-29 at 11.57.24 AM

SPX

Screen Shot 2016-04-29 at 8.08.35 AM

SLV

Screen Shot 2016-04-29 at 7.25.12 AM

DBA

Screen Shot 2016-04-29 at 7.17.15 AM

VXX

Screen Shot 2016-04-29 at 7.08.53 AM

Where Did It Go?

Your money, in the first quarter, this is where it went:

ChIaoREW0AAKNlD

Return top

* * * *

Welcome fellow traders and investors!

As Money Managers and Traders, the mission of our Blog and Radio Show is to go on record and further educate our readers and listeners in technical analysis and proper money management across all asset classes.

Our methods are not the traditional advice you hear repeated and repackaged over and over again, but that’s exactly the point and the reason why we know how to advance and prosper in every kind of market.

To Your Success,

Doug & Gary