Research Excerpts

Our 2011 US Stock Market Calls

Posted on: Thursday, February 16th, 2012

We have recently updated our 2011 market calls for the US stock market and stock market sectors.

You can view them in detail, plus our 2010 market calls, by clicking here.

Bottom line, in 2011 our market calls outperformed the S&P 500 by +45 points or +8.4%.  Previously, in 2010, our market calls outperformed the S&P 500 by +149 points or +13.7%

We have also included an explanation of our methodology.  That is, how we derive our market bias.  Here is an excerpt from that explanation:

Our methodology is admittedly conservative in its approach as it is not designed to pick market tops and bottoms because of the additional risk involved in trying to do so.  However, it is designed to ensure that we participate in every multi-month trend that the market gives us every calendar year.  We believe that this strategy, of striving to capture the middle 70% of every intermediate term price trend, is the most reliable and risk-averse way to consistently “beat the market”.

Click the following link to view our 2011 and 2011 market calls, corresponding performance-related data, and the full explanation of our methodology.