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Investment Newsletter: Stock Market & Investment Strategies

Investment Newsletter: Stock Market & Investment StrategiesInvestment Newsletter: Stock Market & Investment StrategiesInvestment Newsletter: Stock Market & Investment StrategiesInvestment Newsletter: Stock Market & Investment Strategies

GLOBAL INDEX MODEL

Latest data compilation and notes.

07/17/2026

RANKINGS: GLOBAL INDEX MOOSE--

ABOUT GLOBAL INDEX MOOSE

Index Moose is an ETF-based momentum model that compares the relative strength of stocks in the US (SPY, IWM), Emerging markets (EEM), Developed offshore markets (EFA),  Short & Long US Treasuries (SHY, EDV) and Gold (GLD) in order to pick the best place to invest your money. Index Moose uses momentum to rank US and international equities, long bonds, cash and gold.  It was originally developed in 1992 as a basis for a newsletter on global financial markets. Switches have been published live on the internet since October 1996. Index Moose devotes 100% of the portfolio to the  #1 ranked fund. The USES model and its daily signal are provided by a private entity as a guideline only for free. Free advice is worth what you pay for it.

CURRENT ASSET RANKINGS

The Global Index Model SWITCHES to US Small-caps (IWM) 7/13/2026.

US Small-caps (IWM) lead in overall confidence, are very bullish and have a positive PMO. 


Best Alternative: US Large-caps are #1 technically (very bullish) with a positive PMO.


Volatility Alert: It is likely IWM will fill its latest downside gap (249-259) and retest its 200-day before the US/Iran war is put to bed.


The Global Index Model continues to outperform the S&P, all Buy-and-Hold allocations, and the USES and TSP models in a major way. 

PERFORMANCE: GLOBAL INDEX MOOSE

WHAT'S WORKING LATELY

Performance-wise, IWM holds year-to-date honors this week. and over 13, 26 and 52 weeks. IWM is second YTD. The last quarter has been volatile, with Foreign equities besting US equities due to a weaker Dollar from tariffs and US small caps showing occasional rotational strength domestically.

SUMMARY OBSERVATIONS

THIS WEEK the 1st Risk-OFF week after two MIXED-Risk weeks. 

US Stocks DOWN, Foreign Stocks DOWN, Bonds DOWN and Gold DOWN.


The Global Index Model continues to outperform the S&P, all Buy-and-Hold allocations, and the USES and TSP models in a major way. Index Moose HOLDS Cash via stop since 3/18/26.


INDEX MOOSE YTD        +23%

AOA ( Aggressive B&H)     +9%

AOM (Moderate B&H)       +4%



GLOBAL INDEX MODEL: RECENT SWITCHES & YEARLY PERFORMANCE

One of the reasons for this site is to maintain a record of the comparative performance of market timing versus buy and hold investment strategies.. Transaction listings since the models switched from weekly to daily are recorded below.



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