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InvesTech : Technical and Monetary Investment Analysis

InvesTech Research
2472 Birch Glen
Whitefish, MT 59937
Office: 406-862-7777
Subscriptions: 800-955-8500
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In The News...

InvesTech's unique analysis and safety-first track record are frequently the focus of media appearances and financial news articles. Here's just a sampling...

The Four Best Investment Newsletters for Funds
"Jim Stack's InvesTech Research newsletter, whose motto is "safety first," is no stranger to readers of this column. His mix of fundamental and technical indicators strikes me as well thought out. Thanks to some awesome market calls, InvesTech's recommendations have returned an annualized 8.7% over the past 15 years--an average of 4.1 percentage points better than the S&P. Over those years, the letter ranks number three among the 25 fund letters Hulbert has followed that long. The letter's recommendations have been one-third less volatile than the S&P index, helping propel InvesTech to the number-two ranking in Hulbert's universe on a risk-adjusted basis. The letter mostly uses exchange-traded funds, which stay recommended for two years, on average. The letter costs $175 annually."
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Kiplinger.com - November 18, 2014

Is market divergence signaling the end of the bull?
"Divergence is not a bell ringing warning that the bull market is over," said James Stack of InvesTech Research. "But it does send a signal that the economy is not hitting on all cylinders."
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Dallas Morning News – October 12, 2014

Advisers Who Deliver Low-Anxiety Returns
An honor roll of investment services that performed better than average in up and down markets over the past 12 years
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The Wall Street Journal – May 16, 2014

Early bull Jim Stack grows cautious
"James Stack warns subscribers to his newsletter, InvesTech Research, that the 5-year-old bull is aging rapidly. Although he hasn't recommended selling stocks just yet, he says risk is rising and has one eye on the exits."
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MarketWatch.com – January 17, 2014

How Much Longer Can the Bull Market Last?
"One market strategist with a suberb record is still bullish but sees increasing danger signs."
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Kiplinger.com – January 2014

Rising Rates Won't Kill Market Gains
"Here are the facts, from the man I consider the best market historian and technician of our time: Jim Stack, editor of the InvesTech Research Newsletter."
Click here to read the entire article.
Terry Savage, HuffingtonPost.com – July 16, 2013

Jim Stack: Still right - and still bullish
"Having called the beginning of this bull market in 2009 when virtually nobody else (including yours truly) did, Stack has stuck to his guns ever since."
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MarketWatch – February 8, 2013

Numbers show neither political party can claim stock market supremacy
"For this history leasson I turned to James Stack of InvesTech Research, who is by my reckoning the best market historian alive today."
Dallas Morning News – October 28, 2012

5 Surprising Secrets of Investing
"Who's good? My current favorite is James Stack, editor of InvesTech Research, in Whitefish, Mont."
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Kiplinger.com – June 19, 2012

3 Reasons the Bull Market Will Continue
Jim Stack thinks the three-year-old market advance will continue for quite some time. Here's why.
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Kiplinger.com – March 8, 2012

Jim Stack was right, and he's still bullish
Bull Market has more room to run in 2012
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MarketWatch.com – February 24, 2012

Stock Market Picks 90 Percent of Presidential Elections
InvesTech Research, an investment firm out of Montana, says the stock market is the most reliable indicator of who will will the presidency and has been for more than 100 years.
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U.S. News & World Report – February 24, 2012

THE BEST OF EVERYTHING 2011
Best Market Newsletter: InvesTech
Market letter publisher James Stack isn't one to be blinded by periodic market manias, and he hews to a "safety-first" philosophy. His base in Montana, far from Wall Street, helps, too.
Kiplinger – December 2011

Living Large in Small Places
My other small-place hero is Jim Stack, the financial newsletter writer and money manager. Stack is already famous and many FORBES readers will know his name...
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Forbes – December 5, 2011

No bear market, no recession, smart bull says
Commentary: Stack's favorite indicators aren't flashing red
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MarketWatch.com – August 19, 2011

Taking Advantage of the Dowturn
Market Selloffs Are Never Fun. But There Are Ways for Smart Investors to Capitalize
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The Wall Street Journal – August 6, 2011

Riding an Aging Bull
Newsletter writer and financial advisor Jim Stack isn't keeping much money in cash these days, but his three fund picks highlight a defensive stance.
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Barron's – July 9, 2011

Stocks: More Room to Rally
The trading pattern that has dominated the markets for the past year could be breaking down – and that could spell opportunity for investors.
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The Wall Street Journal – July 9, 2011

Sell in May and Go Away?
"Not quite. Here's what Jim Stack, a top market prognosticator, says investors should do."

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Kiplinger.com – May 20, 2011

This Bull Market Has Room to Run
Investment adviser Jim Stack's recent calls have been on the money. Here's why he thinks stocks will continue to rise.

"[Jim Stack] called the onset of the 2007-2009 bear market almost to the day and timed the start of the current bull market nearly as well."
Kiplinger.com – November 2, 2010

Why Three Bears Turned Bullish
Veteran analysts tell why they think stocks are heading up.

"Jim Stack was one of the most vocal bears of 2008... In March 2009 [he believed] that the market was approaching the buying opportunity of a lifetime."
Kiplinger's Personal Finance – June 2009

"'Regardless of whether one argues that the bear market bottom is at hand, or still lies ahead, it is a historically indisputable fact that we are heading toward a buying opportunity of a lifetime,' said James Stack, a money manager and publisher of InvesTech Research. These are not the words of some raging bull. Stack is among the most conservative money managers in America..."
Dallas Morning News – April 1, 2009

"In August of 2005, you warned our viewers of an impending real estate bubble. In January of 2007, you told us a bear market was in the offing and then last July you warned the financials and the home builders still had plenty of downside risk. Great calls, Jim, I compliment you."
Paul Kangas, Nightly Business Report –March 27, 2009

Time to Say Goodbye to the Bear?
"A savvy market watcher [James Stack], who has been correctly bearish on stocks, says the next bull market will likely start soon – and it should be a big one."
Kiplinger.com – March 10, 2009

"Chuck Allmon, 88, will retire the stock newsletter he has been writing since 1965... Allmon has chosen Jim Stack, of InvesTech Research, to advise his subscribers. That choice is just more evidence of Allmon's great market insight, since Stack is one of the most disciplined, and successful, newsletter writers in the business."
Chicago Sun-Times – December 22, 2008

"'The difficulty lies in the wild card, and that is the downturn in the housing cycle,' says Jim Stack, president of Stack Financial Management and editor of InvesTech Market Letter. Indeed, housing starts and permits dropped in August to their lowest level since 1995. 'We clearly have not seen the bottom in the housing bust,' Stack says... 'It's better to err on the side of caution than to be swinging for home runs right now.'"
U.S. News & World Report – September 22, 2007

Newsletter editor gets defensive
"Jim Stack, editor of the InvesTech newsletter, says that 'Bull markets don't die of old age, they die from deterioration and economic imbalances, and we are seeing economic imbalances now.'"
MarketWatch.com – September 6, 2007

"Now investors are wondering if the housing market's problems will spill over into the economy. 'Housing is the one wild card that could, if it takes consumer confidence down with it, take the economy into a recession,' says James Stack of InvesTech Research... Could the housing troubles yank the broad stock market into a morass just as the tech-stock implosion did in 2000?... 'The parallel is amazing,' Stack says."
USA Today – July 31, 2007

Muttering the 'R' Word
Some on Wall Street spy a recession on the horizon

"'The blocks are in place for a recession in 2007,' says James Stack, editor of the InvesTech Market Analyst newsletter."
U.S. News & World Report – July 16, 2006

Get financially literate with these sources
"And I always read Jim Stack's InvesTech newsletter as he's got a great market track record. I really like his historical and technical perspective."
Terry Savage, Chicago Sun-Times – August 18, 2005

"James Stack, editor of the InvesTech Market Analyst newsletter in Whitefish, Mont., became increasingly bearish on stocks as they rocketed in the late 1990s. But he sees a much different market today. 'This is the best value-hunting environment that we have had in a decade,' Stack said."
Chicago Tribune – October 28, 2003

"Jim Stack puts out InvesTech, a crisply written and information-filled newsletter. Jim hangs out in Whitefish, Mont., and, we can attest, he's an exceptionally savvy fellow."
Alan Abelson, Barron's – January 6, 2003

"Jim Stack of InvesTech Research was the only panelist to correctly predict both a recession and a bear market in 2001."
Paul Kangas – Nightly Business Report, January 1, 2002

"Jim Stack was a bear...in the technology-bubble era of 1999 and early 2000. Today, he is rightly considered a hero for warning subscribers of his InvesTech market newsletter, and anyone else who would listen, away from stocks as they climbed toward their peaks and then careened into the worst decline in a generation."
Los Angeles Times – December 9, 2001

"Mr. Stack has often been a lonely voice. More significantly, he's often been right... In the late 1990s, he consistently cautioned investors about the dangers of the speculative bubble gripping Wall Street."
The Dallas Morning News, August 19, 2001

"Technical analyst and market historian Jim Stack has made some very prescient stock market calls... The majority of Stack's seven key conditions were in place in each of the market's nine best-buy opportunities since 1966."
Worth – March 2001

"Financial analyst Jim Stack has a tremendous view from his offices along the scenic shore of Whitefish Lake. He can see things from here, that simply aren't visible from the glass fronts of Wall Street's skyscrapers."
Missoulian – April 1, 2001

"In years to come, I have no doubt that we will look back on Jim Stack's '1997 New Paradigm Bubble' report as one of the most important warnings in the history of investing. Those who ignore Stack's compelling arguments today do so at their own peril."
James U. Blanchard III – July 1997

"Of the hundreds of newsletters I've followed for the at least 10 years, only four stock letters and two mutual fund letters have beaten the market on a risk-adjusted basis over the entire period that I've tracked them. InvesTech is the least risky of the letters...with about 43 percent less risk than the stock market as a whole."
Mark Hulbert, Medical Economics – June 10, 1996

"Which Eggs, Which Baskets?"
"Risk-adjusted performance is no mere theoretical issue...(InvesTech's) performance smooths out that of the stock market. It lags the market in rallies (like now). But it also appears more or less impervious to declines. As a result, InvesTech has been ahead of the market for significant periods--not merely after the 1987 crash but also very quickly during the brief 1990-91 decline."
Forbes – Oct. 23, 1995

"From his office overlooking Whitefish Lake in the Rocky Mountains of Montana, Jim Stack foresaw the stock market crash of Oct. 19. On Sept. 30, his InvesTech newsletters told stock investors to move to 94% cash. Mutual fund investors were advised to go to 75% cash and leave the rest in a precious metals fund."
USA Today – Jan. 4, 1988

Only Five Newsletters Predicted Plunge...
"Hulbert's Financial Digest is also bullish on InvesTech Market Analyst, a northwestern Montana newsletter published by James Stack. After the Dow peaked in August, he advised investors to put 60 percent of their holdings in cash; by October 5, it was 88 percent. The last stock in his model portfolio was sold Oct. 16, three days before the crash. Stack said monetary conditions and technical factors pushed him toward caution."
The Washington Post – Oct. 22, 1987

"Jim Stack is going to be recognized as one of the top market analysts in the country within a very short time."
Timer Digest – Sept. 9, 1985

"Jim Stack is always accurate in identifying major market trends and specific investment strategies for our investors. He consistently ranks in the top 1% of ISI's favorite conference speakers."
Kim Githler, Chair & CEO
MoneyShow.com (Investment Seminars, Inc.)

"A technician from the Northern Rockies who's been beating the city boys at their own game."
Louis Rukeyser, Wall $treet Week


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