May 2021 Main Event

Join us in May for two presentations from Mark Hulbert, Founder of Hulbert Financial Digest, Columnist for MarketWatch and USA Today. Mark Hulbert is a seasoned financial expert with over four decades of experience analyzing investments and market trends. He is adept at translating complex investment concepts as a columnist, newsletter editor, frequent guest on TV and radio and leader of investment seminars and workshops. In 1980, Hulbert founded the Hulbert Financial Digest to objectively rate the performance of investment advisory newsletters. Hulbert has written a regular investment column for MarketWatch, as well as monthly columns for Barron’s and The Wall Street Journal.As of early 2016, Hulbert has been writing a regular investment column for USA Today. Hulbert has co-authored two books: “The Hulbert Guide to Financial Newsletters” (Dearborn, 1993); and “Interlock: The Untold Story of American Banks, Oil Interests, the Shah’s Money, Debts and the Astounding Connections Between Them” (Richardson & Snyder, 1982).
SESSION 1: Making Sense of Advisor and Mutual Fund Performance Rankings
Mark Hulbert for more than 40 years has been independently calculating investment newsletters' real-world returns. In this presentation he will summarize the investment lessons he has learned from his career.
You will learn:
  • What qualities and characteristics are shared by advisors who are at the top of the performance scoreboards?
  • The relative roles played by luck and skill in investment returns
  • How long is the long term?
SESSION 2: Contrarian Analysis of Market Timer Sentiment in Stocks, Gold & Bonds
In this presentation, Mr. Hulbert will report on the distinct patterns that have emerged from his 40+ year database of investment newsletter recommendations. As expected by contrarian analysis, the markets tend to struggle in the wake of extreme bullishness--and vice versa. Armed with this historical context, Mr. Hulbert will discuss current market timer sentiment in the stock, gold and bond arenas and what it signifies. You will learn:
  • Sentiment patterns emerging from an analysis of 40+ years of investment newsletters.
  • Implications of these patterns for the market's short-term prospects.
  • Analysis of current market timer sentiment in the stock, gold and bond arenas.

How to Attend:

Due to COVID-19, meetings are webcast. Please see below to register on EventBrite, and then join remotely online via Zoom. You must pre-register on EventBrite: To attend by web:
  • Zoom meeting instructions will be emailed to all registered participants.
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