1,313 results found
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.
Invest
Will the Federal Reserve's influx of liquidity revive the bulls "animal spirits?" Maybe, but it likely won't "cure" what ails the market. However, the Federal Reserve, and Central Banks globally, are not going to quietly into the night. Expect more stimulus, more liquidity, and more rate cuts. If that doesn't work, expect more until it does.
PRO BLOG
The severity of the recent market rout has been quite astonishing. As shown below, in just three very short weeks, the market has reversed almost the entirety of the “Trump Stock Market” gains. The decline has been unrelenting, and despite the Fed cutting rates last week, and President Trump discussing fiscal stimulus, the markets haven’t […]
Invest
Defining and better understanding outcome-based investment strategies versus process-based strategies
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
Our modern economic policy framework is not designed for inflation, nor are many people even thinking about it as a possibility. That is a black swan.
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
In January we asked if this was going to be a repeat of 2018 as a strong start wound up wiping out all the gains. Well, we now know the answer. The question is what happens next, what should you do, and is the worst behind us.
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 […]