Is The AI Massacre Over?

(Written by Bert and Dion Dohmen, contains excerpts from our January 26, 2025 Wellington Letter issue) In our latest Wellington Letter (published this past Sunday, January 26), we warned of a pullback that would start this week, saying, “last Friday (January 24,...

The Gold Bull Market Still Has Another 6 Years To Run

(Written by Bert Dohmen, contains excerpts from our latest Wellington Letter published November 24, 2024) In 1980, we did a cycle study of gold going back about 400 years. Of course, we had to go back to the early years in England. Our cycle studies in 1980 said there...

This is Not an “Everything Rally”

(Written by Bert Dohmen, contains excerpts from our latest Wellington Letter published November 24, 2024) We are hearing the phrase “everything rally” quite often lately, just as enthusiasm is once again approaching all-time highs. The recent election outcome was the...

Is This The “Last Hurrah”?

(Written by Bert Dohmen, contains excerpts from our latest Wellington Letter published August 25, 2024) After the huge selloff in early August, due to the big unwinding of the Yen Carry Trade, the markets have staged a swift and sharp rebound off their August 5th...

This Rally Is Flashing Big Warning Signs

Currently we’re seeing an ever-increasing number of preliminary warning signs for the markets. The big smart money is already lightening up their positions. You can see that when companies announce very good results but the stocks get hit by lots of selling. That is...

This Is The Best Opportunity For Investors In Decades

(Written by Bert Dohmen, contains excerpts from our latest Wellington Letter published on June 9, 2024) The big AI stocks had some nice gains on Monday (6/11/2024). These stocks, along with AI-related firms, should be considered long-term investments. But even that...

Why The Fed Can’t Cut Rates This Year

We have been referring to the growth of M2 (money supply) as one of the factors that shows that the Fed has NOT been fighting inflation in our previous articles (“What’s Truly Fueling the AI Stock Market Rally” and “The Makings of a Huge Speculative Frenzy, Bigger...

What’s Truly Fueling the AI Stock Market Rally

The latest big market rally has been driven by all the hoopla around Artificial Intelligence (AI) and how transformative it is and will be in the coming years. While this huge technological advancement has surely been a big catalyst for stocks in and related to AI,...

Will The Growing China Crises Infect The World?

On Monday, January 22nd, China was almost melting down, with the CSI 1000 Index plunging nearly 6%. As a result, China’s government prohibited short selling of stocks that same day. That is always the failing remedy for interfering with market forces. What is next?...