Investing Research Articles

We evaluate here the market commentary of Richard Moroney, editor of the Dow Theory Forecasts newsletter since June 2002, initially via Zacks.com and later from MarketWatch. This service claims that: “The Dow Theory’s record of keeping investors on the right side of major market trends is impressive and is a tool that no serious investor… Keep Reading

As suggested by a reader, we evaluate here the weekly commentary of John Mauldin in “Thoughts from the Frontline” since January 2001 (the earliest available). According to his web site: “John Mauldin is a renowned financial expert, a New York Times best-selling author, and a pioneering online commentator. Each week, over 1 million readers turn… Keep Reading

We evaluate here the weekly “Ahead of the Curve” columns in SmartMoney.com since August 2001 (the earliest available). The author, Don Luskin, is the Chief Investment Officer for Trend Macrolytics LLC. The table below quotes forecast highlights from the cited source and shows the performance of the S&P 500 Index over various numbers of trading days… Keep Reading

We evaluate here the market timing advice of Jason Kelly since late 2001. Jason Kelly is the author of the “Neatest Little Guide” series of financial books, The table below quotes forecast highlights from the cited source and shows the performance of the S&P 500 Index over various numbers of trading days after the publication date… Keep Reading

As suggested by a reader, we evaluate here the accuracy of Gary Kaltbaum’s outlooks for the overall stock market at TradingMarkets.com, available since May 2005. Gary Kaltbaum is an investment advisor and nationally syndicated radio commentator who believes his job is “to interpret market action based on price and volume adding in a little bit… Keep Reading

We evaluate here the commentary in “Jubak’s Journal” at MSN Money since January 2001. Jim Jubak is the senior markets editor for MSN Money, with a background in journalism. The table below quotes forecast highlights from the cited source and shows the performance of the S&P 500 Index over various numbers of trading days after the… Keep Reading

We evaluate here the market commentary of Tim Wood, as available via the Financial Sense archive from April 2003 through June 2010 and currently via Financial Sense. Tim Wood, who maintains the “Cycles News & Views” web site, derives his market outlook from “technical studies…based on his knowledge of both Market Cycles and Dow Theory.”… Keep Reading

As suggested by a reader, we evaluate here forecasts for the overall U.S. stock market from the commentaries of Carl Swenlin since January 2006. Carl Swenlin “is a self-taught technical analyst, who has been involved in market analysis since 1981. A pioneer in the creation of online technical resources, he is president and founder of… Keep Reading

We evaluate here the market commentary of Dan Sullivan since May 2002, previously available via Zacks.com during 9/02-10/05 and via MarketWatch columns from just before that period to the present (with some non-overlapping commentary from his MoneyShow.com articles). Dan Sullivan is editor of  The Chartist, which “tells you exactly when to buy and when to… Keep Reading

We evaluate here Tobin Smith’s weekly “WaveWire” commentary at ChangeWave.com since May 2000. Tobin Smith is founder and editor of ChangeWave Investing and author of related books, with a presence on radio and television. ChangeWave Investing is a service of ChangeWave Research, which “provides real world, real-time data and insight into the future performance of… Keep Reading