Special Research Articles

This report is an updated report for the small cap sector review, which could be a strong addition to portfolios.

Jerry is unique, as while most “insurance people” try to get people to buy insurance – his business consists of getting people to sell insurance. Remember that, when you listen to him – he can help clients that need to raise cash to meet obligations do so without selling their portfolio holdings.

In our first report, back in 2012, we looked for a rally in the European currencies, and this occurred, with an advance into 2014 or so. The dollar then gained strength in 2015, and is now in a consolidation. It has become oversold within that consolidation and started to rally … Read more

Research Piece: The Fallacy of Long Term Capital Gains  By Lou Scinto and Fred Meissner, CMT With higher tax rates a reality, one of the potential traps for investors could be the desire to wait for long-term gains as opposed to short-term gains. We understand and appreciate this (what investor … Read more

The prerecorded conference call below represents a bit of a departure for us here at The FRED Report. It is in response to a question we always get about ETF Liquidity, and how to trade supposedly thin ETFs.  We feature Grayson Lipton, Head of ETF Execution and Liquidity Services at … Read more

The following report shows the results of the two Tax Loss Bounce lists we have published since the start of the FRED Report 3 years ago. The basic idea of the Tax Loss Bounce list is to take advantage of the January Effect – a market phenomenon that occurs because … Read more

Phil Erlanger, CMT looks at the meaning of a correction during a low VIX reading in his December www.goodmorningwallst.com article: “Camelot Phase Correction“: “It’s been almost a month now since the Presidential election, and guess what? The market has not exactly fallen apart. In fact, by mid-month the market completed … Read more

This report is a sector review for small cap sectors, which could be a strong addition to portfolios in 2012.  The genesis of this report was requests from clients for small cap stock names. We believe taking a sector approach to these stocks is the best way to look at … Read more

This has been an interesting report to write, because of the position of the European currencies. All of these are oversold enough to rally, which would tend to confirm the indications given by the Swiss Franc that we wrote about in our “year ahead” piece in the Monthly Review for … Read more

Using % Bears Condition Indicator – by Fred Meissner, CMT This month’s research piece looks at our Investors Intelligence % Bears indicator. As long time subscribers know, we break the market down into three basic market principles: (1) Internal Momentum, (2) External Momentum, and (3) Sentiment. Of these three principles, … Read more