Brad Lamensdorf
Affiliation
Lamensdorf Market Timing Report
Creator and Co-Manager of ETF products
Title
Portfolio Manager
Company Name
Lamensdorf Market Timing Report
Lamensdorf Market Timing Report
Brad Lamensdorf, Lamensdorf Market Timing Report
By John Del Vecchio and Brad Lamensdorf May 16, 2023 Volatility has hit a 3 year low. Expect that to pick up!! To learn more about how these indicators can help manage risk in your portfolio, book a call with Brad. DISCLOSURE: LAMENSDORF MARKET ...
May 16, 2023
Brad Lamensdorf, Lamensdorf Market Timing Report
By John Del Vecchio and Brad Lamensdorf May 15, 2023 The yield curve from 1 month to 10 years is the widest in history. The 2-year to 10-year yield curve is not much better. Typically, long periods of negative yield curves tend to be very negative ...
May 15, 2023
Brad Lamensdorf, Lamensdorf Market Timing Report
By John Del Vecchio and Brad Lamensdorf May 10, 2023 The shares of auto loans topping $1,000 per month are surging. This comes at a time when folks are getting pinched in every other direction as well… Auto Loans Hit New Highs To learn more about how ...
May 10, 2023
Brad Lamensdorf, Lamensdorf Market Timing Report
The chart below, courtesy of GaveKal Research highlights the dramatic contraction in bank credit and loan availability that has occurred in recent months. Their commentary also succinctly summarizes the current situation… DISCLOSURE: LAMENSDORF ...
Apr 19, 2023
Brad Lamensdorf, Lamensdorf Market Timing Report
Market sentiment has shifted dramatically over the past month. As the chart below shows, The CNN Fear & Greed Index has surged from 23 (extreme fear) to 70 (greed) in just a month. The trend could continue and reach a level of extreme greed. However, ...
Apr 18, 2023
Brad Lamensdorf, Lamensdorf Market Timing Report
If a picture is worth a thousand words, the one below says everything needed to know. We all know the debt situation is out of control. It does not portend a crisis. However, when the next crisis does rear its head, can the U.S. cope? No one knows. ...
Apr 05, 2023
Brad Lamensdorf, Lamensdorf Market Timing Report
Rarely do we see anything new in financial markets. While markets evolve, human nature does not. The same extremes occur over and over again. Those extremes are driven by fear and greed. Fear and greed are powerful emotions that cloud our better ...
Feb 21, 2023
Brad Lamensdorf, Lamensdorf Market Timing Report
While market sentiment has hit extremes, it’s mostly the “dumb” Money that is feeling giddy and greedy. On the following chart, the red dots highlight periods of excessive optimism among the Dumb Money crowd versus the Smart Money crowd. While there ...
Feb 13, 2023
Brad Lamensdorf, Lamensdorf Market Timing Report
We have now reached max greed in the markets. Below is a modified version of the CNN Fear & Greed Index . The chart shows that the index has pierced the 90% level, indicative of maximum greed. At extremes, this index helps understand market ...
Feb 08, 2023
Brad Lamensdorf, Lamensdorf Market Timing Report
The stock rally in 2023 has been epic. But is it about to run out of steam? As the chart below shows, by last fall, hardly any stocks in the S&P 500 were above their 200-day moving average. Like a rubber band stretched too far, these stocks snapped ...
Feb 06, 2023
Brad Lamensdorf, Lamensdorf Market Timing Report
Soon after COVID hit, Americans were flush with cash. Americans saved at a record pace with nothing else to do but sit at home. Some decided to speculate from their couch on equities, options, and cryptocurrencies. But plenty of folks stuffed the ...
Jan 20, 2023
Brad Lamensdorf, Lamensdorf Market Timing Report
To learn more about how these indicators can help manage risk in your portfolio, book a call with Brad. You may book a call here. DISCLOSURE: LAMENSDORF MARKET TIMING REPORT Lamensdorf Market Timing Report is a publication intended to give analytical ...
Sep 21, 2022
Brad Lamensdorf, Lamensdorf Market Timing Report
May 19, 2022 Brad Lamensdorf Chart of the Week By John Del Vecchio and Brad Lamensdorf As a sign a big bounce could be coming, investors have little appetite for risk. As the chart below from BofA Global Research shows, the percentage of investors ...
May 19, 2022
Brad Lamensdorf, Lamensdorf Market Timing Report
March 23, 2022 Brad Lamensdorf Chart of the Week By John Del Vecchio and Brad Lamensdorf The riskiest assets have seen a massive rebound. Many stocks are up 20-30% or more off the recent lows in just a week. Has the bottom been put in, or is this a ...
Mar 23, 2022
Brad Lamensdorf, Lamensdorf Market Timing Report
March 15, 2022 Brad Lamensdorf Chart of the Week By John Del Vecchio and Brad Lamensdorf The level of bearishness in the market has now reached an extreme level. Historically, with so many investors leaning in the bearish direction, it has typically ...
Mar 15, 2022
Brad Lamensdorf, Lamensdorf Market Timing Report
https://www.lmtr.com/market-ready-to-bounce/ By John Del Vecchio and Brad Lamensdorf The level of bearishness in the market has now reached an extreme level. Historically, with so many investors leaning in the bearish direction, it has typically been ...
Mar 04, 2022
Brad Lamensdorf, Lamensdorf Market Timing Report
February 4, 2022 Brad Lamensdorf Chart of the Week 0 Comments By John Del Vecchio and Brad Lamensdorf One of the key drivers of the stock market in recent years has been share buybacks. Recently, companies have been in a blackout period and that ...
Feb 04, 2022
Brad Lamensdorf, Lamensdorf Market Timing Report
January 25, 2022 Brad Lamensdorf Chart of the Week By John Del Vecchio and Brad Lamensdorf Technology stocks have taken a beating to start 2022. It has been a bloodbath. The truth is it has been a bloodbath for technology stocks for months. Only the ...
Jan 25, 2022
Brad Lamensdorf, Lamensdorf Market Timing Report
December 21, 2021 Brad Lamensdorf Chart of the Week By John Del Vecchio and Brad Lamensdorf The NYSE Bullish Percent Index has been in freefall. The beauty of the Index is that it represents a one stock, one vote system. Unlike market cap weighted ...
Dec 22, 2021
Brad Lamensdorf, Lamensdorf Market Timing Report
December 14, 2021 Brad Lamensdorf Chart of the Week By John Del Vecchio and Brad Lamensdorf Surprise! Despite record highs for equity indexes, we are in a stealth bear market in the Nasdaq. As the chart below shows, while the Nasdaq pushes higher, ...
Dec 16, 2021
Brad Lamensdorf, Lamensdorf Market Timing Report
https://www.lmtr.com/short-term-bottom/ By John Del Vecchio and Brad Lamensdorf Could a short-term bottom be in right here? The Short-term Composite Indicator, produced by Investors Intelligence has dipped to 8.6. Previously, we had warned that the ...
Dec 03, 2021
Brad Lamensdorf, Lamensdorf Market Timing Report
https://www.lmtr.com/the-glitch/ November 21, 2021 By John Del Vecchio and Brad Lamensdorf The number of stocks in the S&P 500 trading over 10x sales has skyrocketed to 73. Meanwhile, the median price to sales ratio fro the index has hit a nosebleed ...
Dec 03, 2021
Brad Lamensdorf, Lamensdorf Market Timing Report
December 14, 2021 Brad Lamensdorf Chart of the Week By John Del Vecchio and Brad Lamensdorf Surprise! Despite record highs for equity indexes, we are in a stealth bear market in the Nasdaq. As the chart below shows, while the Nasdaq pushes higher, ...
Dec 01, 2021
Brad Lamensdorf, Lamensdorf Market Timing Report
August 23, 2021 Brad Lamensdorf Chart of the Week The major indexes have not pulled back very much, however the average stock has and that has put the TIR composite into a buy signal. The TIR indicator is a proprietary indicator that is short term in ...
Aug 25, 2021
