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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

Avoiding Debt Trap Challenges
10 October 11 05:24 AM | Brian Dightman

Trading for our strategies at Dightman Capital has picked up the over the past several weeks and an enhancement to our approach has been the emphasis of client communications recently. We also sent a note to clients about deteriorating forward looking...

Filed under: S&P 500 Earnings, Bear Market, Leading Economic Indicators, P/E Ratio, Business Cycle

Leading Stocks - A Conflicted Market
25 June 11 09:35 AM | Brian Dightman

U.S. stocks have been struggling for nearly two months now. Early in the correction I made some defensive moves, not because U.S. stocks indexes started to see big declines, but because those declines were accompanied by warnings about a global economic...

Filed under: International Bonds, World Economy, India, S&P 500, Bear Market, Emerging Markets, Leading Economic Indicators, Stock Leadership, Risk Management, Secular Markets, IBD 50, U.S. Bonds

Earnings & The Economy
05 May 09 11:18 AM | Brian Dightman

We are well into Q1 earnings season; overall earnings are down about 35% but many firms are beating lowered targets. We are also starting to see forward guidance improve, a signal to some the worst may be behind us. So far it appears cost cutting has...

Filed under: S&P 500 Earnings, Investors Business Daily, Global Banks, Bear Market, Credit Crisis, Leading Economic Indicators, Stock Leadership

Important Week Ahead
30 November 08 05:24 PM | Brian Dightman

As the month of November came to a close stocks rallied and in the process gain 19% in the last 5 trading days to close down only 7.5% for the month. November 21st kicked the rally off but the day ended with Nasdaq volume falling 4%, generally not the...

Filed under: Inflation Data, World Economy, Bear Market, Credit Crisis, Leading Economic Indicators, U.S. Real Estate, Stock Leadership

Time To Buy?
18 October 08 12:34 PM | Brian Dightman

Many investors are wondering if we have found a market bottom. With Warren Buffett out buying stocks, shouldn’t all investors be doing the same? The risk of entering the stock market at this point has declined. However, the major bias is still down. During...

Filed under: TED SPREAD, Inflation Data, Energy, Bear Market, Credit Crisis, Income Investing, Leading Economic Indicators, U.S. Real Estate, Dividends, Stock Leadership, Risk Management, Gifting