Chief Investment Officer at Sowell Management Services
Contributor's Links: Sowell Management

Sowell Management is a privately held, independent RIA firm providing customized, modern portfolio strategies and back office solutions to financial advisors.

ALL CONTRIBUTIONS

An Awful Lot Of Green And Upgraded Models
We start with a review of my key market models/indicators to see where we stand. The goal of this exercise is to remove any subjective notions about what “should” be happening in the market and stay in line with what “is” happening in the markets.
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Should You Wait For Valuations To Improve?
One of my favorite Wall Street clichés relating to stock market valuations goes something like this: “Valuations don’t matter until they do, and then they matter a lot.”
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All About Fund Flows?
It has now been two months since the last time the S&P 500 dropped by 1% or more. This is now the longest stretch without even a 3% pullback since 1990.
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Out Of Sync
The market is currently out of sync with the cycle projection is a bit of an understatement, right?
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The Next Bear Won’t Look Like The Last One
One lesson I’ve learned in my 30+ years of professional investing is that the next bear market is unlikely to look anything like the last one.
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Steady As She Goes
The trend of the market is good. The Momentum board is a thing of beauty. The early warning board is like a 3rd grader with his hand waving in the back of the class dying to be called on.
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Comments

Latest Comments
Quick Take: Confidence Abounds
7 months ago

The trend is your friend! So, yes, the bulls are in control. However, things are getting a bit stretched to the upside at this time.

1 to 1 of 1 comments

STOCKS I FOLLOW

AAPL Apple Inc.
AGG iShares Trust - iShares Core U.S. Aggregate Bond ETF
BAC Bank of America Corporation
DIA SPDR Dow Jones Industrial Average
EEM iShares MSCI Emerging Markets Index
FXI iShares China Large-Cap
GLD SPDR Gold Trust ETF
GS Goldman Sachs Group Inc.
SPY SPDR S&P 500
TIPZ PIMCO ETF Trust
USO United States Oil Fund, LP
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Work Experience

Chief Investment Officer
Sowell Management Services
March 2015 - Present (2 years 8 months)

Education

Northern Illinois University
BS
1976 / 1980
Economics, Computer Science

Publications