Investors Weekly Update

November 2, 2019

Our equity/bond model - This long term reliable investing model provides investors with simple decision making in the markets:

  • When the model favors stocks, investors should overweigh in equities for maximum growth.
  • When the model favors bonds, investors should overweigh in bonds for safety.

Our benchmark S&P500 is on a buy signal.

Oil sector is on a major sell signal.

VIX – volatility index

VIX is down and markets are up.

An update on the Dow theory:

Our benchmark $SPX continues to make new highs in 2019, while the transportation index continues to make lower highs, thus resulting in a “non-confirmation” and a Dow theory sell signal remains in force.

This is an observation and not a prediction, as market dynamics are constantly changing. But such a divergence in itself is worth monitoring.


The long-term signal on the broad market is up.

However, the current investing model favors bonds, therefore, investors should continue to overweigh with long bonds or bond ETFs for safety over growth.

The best opportunities are in the energy and gold sector.


We do not offer predictions or forecasts for the markets. What you see here is our simple investing model which provides us with simple investing decision making. Entry points and stops are provided in real time to subscribers, therefore, this update may not reflect our current positions in the markets.


Spanish Conquistadores invaded the Inca Empire in 1528 to steal their silver and gold.

Silver Phoenix Twitter                 Silver Phoenix on Facebook