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Financial Planning
Russell Napier's classic tome "Anatomy of the Bear" is a mandatory study for every financial professional and investor who seeks to understand not only how damaging bear markets can be but also the traits which mark their bottoms. Every bear market from 1921, 1932, 1949 and 1982, all carried several common traits which can help identify when their over.
PRO BLOG
Each week we produce a chart book of the S&P 500 sectors to review where money is flowing within the market as whole. This helps refine not only decision making about what to own and when, but what sectors to overweight or underweight to achieve better performance. HOW TO READ THE CHARTS There are three […]
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Currently, the Federal Reserve is in a fight to offset an economic shock bigger than the financial crisis, and they are engaging every possible monetary tool within their arsenal to achieve that goal. The Fed is no longer just a "last resort" for the financial institutions, but now are the lender for the broader economy.
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The Fed is hopeful they can inflate another asset bubble to restore consumer confidence and stabilize the functioning of the credit markets. The problem is that since the Fed never unwound their previous policies, current policies are having a much more muted effect.
Invest
Short term pragmatic solutions always seem to be the answer to crisis. Now in a fresh crisis, the Fed once again has no capacity to look beyond the crisis to the consequences of their actions.
PRO BLOG
Each week we produce a chart book of the S&P 500 sectors to review where money is flowing within the market as whole. This helps refine not only decision making about what to own and when, but what sectors to overweight or underweight to achieve better performance. HOW TO READ THE CHARTS There are three […]
Invest
The market tanks on Monday following an escalation of Fed policy into "QE Infinity" as Congress balks at getting Fiscal stimulus passed. The good news is the first phase of the bear market is getting exhausted and a set for a reflexive bounce is near.
Invest
The Federal Reserve is throwing the kitchen sink at trying to save the bond market as unemployment is set to explode to the highest levels since the Financial Crisis.
PRO BLOG
Each week we produce a chart book of the S&P 500 sectors to review where money is flowing within the market as whole. This helps refine not only decision making about what to own and when, but what sectors to overweight or underweight to achieve better performance. HOW TO READ THE CHARTS There are three […]