When forecasting the market’s movements, it is so much easier to do it over the longer-term. One of things we stressed in our “Road Map” white paper on asset allocation from July is the last 10-years will look completely different than the next 10-years. Please click the link below to continue reading: Market in a…
Read BlogBelow is the Russel 1000 Value in blue and the Russell 1000 Growth in green over the last 30 days, showing Value outperforming Growth by over 4% over the most recent period. Please click the link below to continue reading: Market in a Minute 2019-09-17
Read BlogThe market chatter is now how cheap stocks are versus bonds, specifically the S&P 500 versus the 10 Year U.S. Treasury. Please click the link below to continue reading: Market in a Minute 2019-09-10
Read BlogAs we mentioned last week, the market setup is odd with significant downside, but also significant upside provided certain things occurs. Please click the link below to continue reading: Market in a Minute 2019-09-03
Read BlogThe market is in an odd position, there is both significant upside potential (in the short-term) and significant downside risk, generally we are not exposed to both significant upside and significant downside. Please click the link below to continue reading: Market in a Minute 2019-08-27
Read BlogThis week it is Jackson Hole, where central bankers from all around the world will meet. This can be a big event if there are central banking issues. Please click the link below to continue reading: Market in a Minute 2019-08-20
Read BlogThere is more and more debate in the markets about global bond yields and the odds the U.S. might see negative yields. Please click the link below to continue reading: Market in a Minute 2019-08-13
Read BlogThere are several risks in the market that need to be resolved or the markets will seek lower levels. To start with, we are in a bad seasonal period with August, September, and October, the toughest months. To continue reading please click on the link below: Market in a Minute 2019-08-06
Read BlogOn Wednesday, the Federal Reserve will announce their interest rate policy and it is widely expected to be a reduction of .25% in the Federal Funds rate. Market in a Minute 2019-07-30
Read BlogWe recently wrote a white paper that gives investors a road map to deal with future market conditions that will likely be completely different than the last 10 years. We strongly favor an asset allocation of tactical or very conservative investment strategies rather than traditional asset classes and provide an example of an asset allocation…
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