In The News

Jim Stack and InvesTech Research are frequently quoted in publications such as Barron’s, Forbes, and the New York Times and referenced by respected experts like Jesse Felder, Grant Williams, Bill Fleckenstein, and Mark Hulbert. Here are some of our favorites!

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Published August 5, 2024

Why Market Experts Think It’s Too Early to Buy Fallen Stocks

Jim Stack shares his opinion on falling stocks and sheds light on the reasons behind the weakening market.

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Published June 19, 2024

Terry Savage: As markets hit record highs, complacency is a risk for a Bear Market

Jim Stack talks about unprecedented technical anomalies, and what they could mean for the market.

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Published June 17, 2023

Why Veteran Market Technicians Are Worried About The Summer Stock Rally

Jim Stack talks about concentration risk and market anomalies, and touches on monetary policy and recession warning flags.

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Published April 5, 2022

Jim Stack Warns About the Fed, Tech Stocks, and Real Estate

Listen to Jim Stack on the Barron’s Advisor – The Way Forward podcast, hosted by Greg Bartalos as he discusses the Fed’s battle with inflation, the price of tech stocks, and the vulnerability in the housing market.

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Published December 17, 2021

Preparing for a Bear Market

Read about how market crashes from decades ago come back to haunt investors’ thoughts every time the leaves start turning in a Q&A with Steve Garmhausen and Jim Stack. This interview took place just 1 month before the 2022 market plunge.

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Published November 25, 2021

Stack on Stocks: “This is a High-Risk Environment

Valuations remain at or near their highest levels in history, corporations continue to add to their record debt loads, and inflation is proving to be non-transitory, cautions Jim Stack just months before the sharp 2022 bear market plunge.

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Published September 28, 2021

Opinion: U.S. consumers are gloomy about their finances and that means a recession could be near

Mark Hulbert explores how it’s a bad sign that shoppers are more optimistic about the overall economy than they are about their own finances.

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Published September 28, 2021

October Is a Spooky Month For Stocks

Adam Shell discusses how market crashes from decades ago come back to haunt investors’ thoughts every time the leaves start turning.

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Published July 28, 2021

Super Investors and the Art of Worldly Wisdom Podcast

Jim Stack appears on the Super Investors and the Art of Worldly Wisdom podcast with Jesse Felder.

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Published July 13, 2021

Easy Money And The Risks Of Inflation

Investors in today’s stock market have become intoxicated on the Federal Reserve’s unprecedented – and seemingly endless – easy money policy.

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Published July 8, 2021

Opinion: ‘You don’t have to be fully invested’ in the stock market today amid excess and speculation, says veteran investor Jim Stack

Howard Gold and Jim Stack investigate how Wall Street wasn’t paying enough attention to the many speculative excesses in the markets and the Federal Reserve was too complacent on inflation…

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Published March 23, 2021

Are Stocks in a Bubble?

Adam Shell explores how investors seeing signs of YOLO trading worry that the market is overinflated—and that the
bubble is about to pop.

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Published March 14, 2021

Jim Stack joins Grant Williams and Bill Fleckenstein for a fascinating conversation on The End Game. Jim Stack explains where InvesTech’s technical indicators suggest we are in the end game and what warning flags we are watching which may signal this bull market could be winding down.

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Published February 12, 2021

Is the Stock Market About to Crash?

‘Very, very concerning’ echoes of the 90s dot-com bubble are being heard loud and clear by nervous market experts. A 12-year-old bull market; SPAC mania; IPOs that more than double on the first trading day…

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Published November 6, 2020

Low Mortgage Rates and High Home Prices Shatter Records, But Will It Last?

“When you’re seeing the kind of a boom that leads to speculation and a disparity between prices and value, that’s where risk is created,” Stack says. 

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Published July 23, 2020

We Looked At How The Stock Market Performed Under Every U.S. President Since Truman

“There were excesses in the economy from so many people returning from war and jobs not being available—it was almost inevitable we were going to hit a recession,” says James Stack, president of InvesTech Research and Stack Financial Management.

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Published November 20, 2019

Why a Top Money Manager is Shifting Toward Value

In our model portfolio, we are reducing our allocation to the healthcare and consumer staples sectors; at the same time, we are adding a 5% allocation to the S&P 500 Value SPDR ETF (SPYV), explains James Stack, a leading value-oriented money manager and editor of InvesTech Research.

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Published August 12, 2019

Stack on Stocks: Is It Time For Gold?

Speculators believe that Fed easing will save the economy and future returns will remain strong. Yet evidence suggests the economic slowdown or downturn may prove deeper than many realize.

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Published July 25, 2019

Spotting The Next Bear Market

I think one of the key elements today that increases the uncertainty in the outlook has been the reversal in Fed policy…but it doesn’t necessarily paint a bull market outlook with certainty.

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Published May 15, 2019

Jim Stack: Mastering the Market From Montana

It is important to keep in mind that no recession in U.S. history has been forecast in advance by any poll of economists.

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Published Jan 4, 2019

This Expert Called the Market Plunge

“If there are any certainties, one will be that this party will eventually come to an end,” James Stack, president of InvesTech Research, told me a year ago.

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