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Hi Matt, 1. I just realized

Posted by sschwahlen on 24th of Apr 2024 at 04:14 am

Hi Matt,

1. I just realized that the KISS STS systems for GLD and GDX are still long for both the daily and the weekly systems (GDX weekly actually seems to have gone long again April 19th).
2. However, the high performance system exited GDX almost at the top, as you let us know.  (And so did I. Physical gold I hedged at the same time.)

GIven the discrepancy, could you please update us on what the high performance system has (maybe) done since its exit from GDX? Thanks Matt!

Hi Matt, if you can

Posted by sschwahlen on 15th of Apr 2024 at 09:36 am

Hi Matt, if you can find the time: Has the high performance system exited Gold as well (as it did with GDX)?

Be careful. The NS pipelines were not transporting any gas anymore before the sabotage. NS2 never went online. NS1 was down to 0% already. Markets priced that in weeks ago

There was no gas coming to Germany through these pipelines as it was (NS2 never went online, NS1 was had zero throughput for weeks on Putin's command) - so why should prices react?

Very cool chart goldnice. Do you have the source at hand?  Would like to dig deeper...

Dear Matt, just read your

Posted by sschwahlen on 4th of Jun 2019 at 08:04 am

Dear Matt, just read your comment in the 401K section. PLEASE do not remove the 401K PaintDry system for good now!  Your original system for many years (S&P500, see picture), which I always liked most, produced an average return of 11% p.a. over decades with only 20 trades in 54 years and even including the sell off in Q4 2018  (my calculation, including transaction cost). For its specific purpose - very reliable good return for low turnover accounts - it was a VERY good instrument. Many people need such an instrument I believe....

Matt, you used to show

Posted by sschwahlen on 2nd of May 2019 at 03:14 am

Matt, you used to show Gold commercial net short very regularly and it used to be very useful. You don't anymore - has something changed fundamentally in your opinion?

Paint Dry System (S&P500,  EM,

Posted by sschwahlen on 5th of Mar 2019 at 05:20 am

Paint Dry System (S&P500,  EM, International, etc.):   Dear Matt, I am eagerly waiting for the end-of-month update on these brilliant systems as the majority of my investments follows it. Key questions thus: 1) As you explained earlier in a side note, the S&P500 (modified) likely exited last Friday - which would have been great timing it seems. Can you confirm? 2) The original version, which exited end of December, has not shown a new buy signal as time was too short, correct?  3) What about the other markets (EM, International etc)?  PLEASE briefly update. Thank you so much - I know it's a lot on your plate !

Matt, could you please update

Posted by sschwahlen on 12th of Feb 2019 at 03:32 am

Matt, could you please update us on the status of the other Paint Dry Systems (especially Emerging Markets, International)?  You commented the other week that the S&P500 system would not be turning up very quickly after flipping to cash (if at all) because of the somewhat slow moving nature of the indicators used.  But as EM and International (and Russel etc.) turned down much earlier in 2018, their situation could be different, correct?

Matt, could you please update

Market comments

Posted by sschwahlen on 26th of Jan 2019 at 03:38 am

Matt, could you please update the Paint Dry Systems (US, Emerging, International) in the weekend newsletter? Is it possible they go back long? Historically that would be a first time I believe for the S&P500  (just 1 month out of the market) but with things (aka central banks) going totally crazy...  

Shorting S&P500

Posted by sschwahlen on 6th of May 2008 at 10:25 am

Hi Matt,

I am wondering if and when you will recommend substantial shorts on the S&P. Haven't we  gotten (almost) to the setup that you talked about for several weeks now?  Or am I missing something important here?

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