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Has The Recession Threat Passed?
31 October 11 10:58 AM | Brian Dightman

Earlier this month I reported the Economic Cycle Research Institute (ECRI) issued a recession warning. It is important to understand that even back in 2008 when ECRI issued a warning, markets and some economic data improved for a period of time. They...

Filed under: Bear Market, Leading Economic Indicators, Secular & Cyclical Markets, Business Cycle

Market Recovery, Action Not Convincing
16 August 11 07:34 AM | Brian Dightman

Since coming under accelerated selling pressure on August 4 th , stocks are attempting to stage a recovery that so far has been unconvincing. The tell-tale sign comes in the form of volume. As a market observer, I am interested in knowing what investors...

Filed under: S&P 500 Earnings, Bear Market, Risk Management, Secular & Cyclical Markets

How to Deal with the U.S. Debt Downgrade
06 August 11 11:44 AM | Brian Dightman

It has been a busy week at Dightman Capital. I further reduced risk levels across my global growth strategies just before Thursday's massive decline. With Friday's S&P announcement a new element of uncertainty has entered into the market....

Filed under: Inflation Data, World Economy, Bear Market, U.S. Real Estate, Risk Management, P/E Ratio, Secular & Cyclical Markets, Cyclical Markets, Yield Curve, U.S. Bonds

Good Time To Hedge Investments
16 August 10 09:53 AM | Brian Dightman

Since the credit crisis started U.S. investors have been warned to prepare themselves for an extended period of sub-par returns based on lower economic growth from investment luminaries like Bill Gross of Pimco. There is little doubt we are in a very...

Filed under: Inflation Data, World Economy, S&P 500 Earnings, Credit Crisis, Secular & Cyclical Markets, Hedging Strategies

Cyclical Bull, Secular Bear?
20 July 09 03:19 PM | Brian Dightman

Just as stocks looked like they were going to move to the downside after a consolidation period in June and early July, stocks made a strong advance to the upside last week. On July 13 the S&P 500 advanced 2.5%; one of its strongest days in weeks...

Filed under: IBD, Leading Economic Indicators, Secular & Cyclical Markets