There are 16 states starting to reopen this week. Probably the most aggressive is Georgia. The market will be watching closely for how quickly the virus begins to spread again or not. To continue reading click below: Market in a Minute 2020-4-27
Read BlogIt was interesting that the near-term oil futures price, that is expiring today, collapsed on Monday to a price of negative $37 per barrel. Just when you think you have seen everything possible. To continue reading click below: Market in a Minute 2020-4-21
Read BlogThe market had a historic rally last week up about 12% on the S&P 500, driven by massive short covering, insider buying and bargain hunters. Some of the moves off the bottom in depressed value names have been extraordinary. Early stage bull markets are typically led by value stocks and small cap companies. To continue…
Read BlogThis has been bothering me since the Coronavirus crisis started. It appears very clear that the virus came from China and maybe not actually from the wet markets, but possibly was it manufactured and released by accident, or not. To continue reading click below: Market in a Minute 2020-4-7
Read BlogWe are big proponents of tactical management, especially in this phase of the market. We are currently in a bear market, investors should be braced for more downside risk, but at some point, the markets will bottom and move back into a bull market. This phase of the market may last a while or could…
Read BlogThe market obviously is focused on one thing, the Coronavirus, and the resulting impact on the economy. At this point, we believe the market is discounting businesses starting to normalize in May or June. To continue reading click below: Market in a Minute 2020-3-31
Read BlogIn trying to handicap the Corona virus and the resulting impact on the global economy it is not an easy task. The most comparable market period, we figure, is the Spanish Flu in 1917-1918, in that the fear factor of this virus is so extreme. To continue reading click below: Market in a Minute 2020-03-24
Read BlogPVG has been managing tactical portfolios since 2001, which protect investor’s capital when markets fall, during periods of bear markets. Our strategies also achieve a large part of the market returns when it rises. To continue reading click below: Loss Averse Portfolios
Read BlogPVG has been managing tactical portfolios, which protect investors’ capital when markets fall, during periods of bear markets, since 2001. PVG has a full suite of Tactical or Loss Averse strategies that can be used for a complete diversified portfolio, suitable for either conservative investors or aggressive investors. To keep reading click below: Loss Averse…
Read BlogGenerally, when the government says, “We will do what ever it takes” the crisis is about discounted in the market. The Federal Reserve is ahead of the curve, they cut interest rates to zero and will likely stay at zero for quite a while. To continue reading click below: Market in a Minute 2020-03-17
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