The rotation from "growth" to "value" is inevitable. It will occur against a backdrop of devastation for many investors who have been lulled into the extreme sense of complacency by years of monetary interventions.
J. Brett Freeze, CFA, founder of Global Technical Analysis. Each month Brett will provide you their valuable S&P 500 Valuation Chart Book. This unique analysis provides an invaluable long term perspective of equity valuations. If you are interested in learning more about their services, please connect with them.
We know you get busy and don’t check our website as often as you might like. Plus, with so much content being pushed out every week from the RIA Team, we thought we would send you a weekly synopsis of everything you might have missed. The Week In Blogs ________________________________________________________________________________ Our Latest Newsletter ________________________________________________________________________________ What […]
Exposing a company that poses as a value defensive stock but its valuations argues otherwise.
After discussing the potential of a market correction over the last few weeks, the unexpected, exogenous event we discussed came to fruition in the form of a "coronavirus." What happens next?
It is easy to suggest the economy is booming when your net worth is in the hundreds of millions, if not billions, of dollars, or when your business, and your net worth, directly benefit from surging asset prices.
The higher stocks ride a glide path of zero volatility, the greater the risks for investors and their financial partners to fall victim to overconfidence. After all, we are human; when it comes to money and emotions our brains are no smarter than a lizard's.
We know you get busy and don’t check our website as often as you might like. Plus, with so much content being pushed out every week from the RIA Team, we thought we would send you a weekly synopsis of everything you might have missed. The Week In Blogs ________________________________________________________________________________ Our Latest Newsletter ________________________________________________________________________________ What […]
“If the U.S. economy entered a recession soon and interest rates fell in line with levels seen during the moderate recessions of 1990 and 2001, yields on even longer-dated Treasury securities could fall to or below zero.” – Senior Fed Economist, Michael Kiley – January 20, 2020 I was emailed this article no less than twenty times within a few hours of it hitting the press. Of course, this was […]