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Invest
Updating our technical analysis from this past weekend as the bounce we predicted took hold on Monday. What happens next, and how the January barometer and Super bowl indicator suggest that 2020 will be negative year for stocks.
PRO BLOG
Each week we produce a chart book of the major financial markets to review whether the markets, as a whole, warrant higher levels of equity risk in portfolios or not. Stocks, as a whole, tend to rise and fall with the overall market. Therefore, if we get the short-term trend of the market right, our […]
Invest
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.
PRO BLOG
Each week we produce a chart book of 10 of the current positions we have in our equity portfolio. Specifically, we are looking at the positions which warrant attention, or are providing an opportunity, or need to be sold. While the portfolios are designed to have longer-term holding periods, we understand that things do not […]
Invest
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?
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 […]
PRO BLOG
Each week we produce a chart book of the major financial markets to review whether the markets, as a whole, warrant higher levels of equity risk in portfolios or not. Stocks, as a whole, tend to rise and fall with the overall market. Therefore, if we get the short-term trend of the market right, our […]
Invest
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.
Invest
“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 […]