• All
  • Market Updates

State of the Market – August 19, 2021

Last February we correctly estimated that the Dow Jones Industrial Average was severely undervalued and posted our forecast that the Dow…

Read More

Dow Jones Industrial Average Update

Our latest assessment of the 1 year and 3 to 5-year potential return for the Dow Jones Industrial Average: (click…

Read More

USAM Daily Risk Analyzer

We have and continue to be long-term investors with an eye on where we think stock prices could be in…

Read More

Fast Growing U.S. Companies
(Ranked by Sales Growth)

When it comes to investing, stock returns tend to be correlated to the fastest growing companies.  With this in mind,…

Read More

Dividend Stocks for Income

We are living in the era of the lowest interest rates in recent history.  Not since the 1950’s have interest…

Read More

The GameStop Debacle Explained

I have had a lot of questions lately about what is going on with GameStop and what is causing the…

Read More

2020 Pre-Election Market Update

We’ve had several requests for our thoughts on the market and how the upcoming election, the President’s health, Covid spread,…

Read More

A Surprising Investing Lesson from the Great Depression

I believe the Pandemic of 2020 will go down in history as a first ever economic event in the sense…

Read More

Smart Money Indicator – Hedgers Combo

One of the tools that we find helpful is a short-term indicator that reflects protective put option positions of large…

Read More

Important Market Update – 3/9/2020

I really don’t like writing updates like this but I feel like it is an efficient way for me to…

Read More

USAM Dow Jones Industrial Average Target

February 28, 2020 The US stock market has fallen rapidly in response to investors seeking to reduce risk in the…

Read More

Tracking Money Flows

Over the last 12 months, investors have continued to sell stocks and buy bonds with $171 billion leaving stocks and…

Read More

Risks and Opportunities – 2020 – part 2

As I mentioned in the last article, we see limited upside potential for US stocks in 2020.  Our estimate of…

Read More

Risks and Opportunities – 2020

Investment markets in the US performed well in 2019, but investing hasn’t been nearly as easy for stock pickers unless…

Read More

Is the Next Major Stock Market Decline Looming?

Portfolio Insights Financial market commentators seem to change their minds daily about the outlook for the stock market.  One day…

Read More

This isn’t your dad’s stock market any more

Lately, we have seen unprecedented volatility in the US stock market with swings in excess of a thousand points in…

Read More

10th Market Update

The herd is jumping off the cliff  A large part of my job as a portfolio manager is to appraise…

Read More

7th Market Update

Something interesting happened in the stock market last week called ROTATION. We saw the stock market pull back from it’s…

Read More

6th Market Update 6-26

June 26, 2018 Yesterday, the stock market dropped over 400 points1 at the bottom as the market reacts to: President…

Read More

Market Correction

Today the Dow Jones closed down 666 points or -2.54%.1 You will hear that this decline is the 3rd or…

Read More

Dow 22,000

A common concern we hear from investors today is that there is limited upside to investing, and people are concerned…

Read More

Dow 21,000 – What’s Next?

March 27, 2017 The U.S. Stock market has, let’s be honest here, soared since the election from just under 18,000…

Read More