Market In A Minute Blog

PVG Market In A Minute – May 14, 2019

The trade war is on with China, we have been concerned that the 25% tariffs were not a big deal for China, as they are stealing our intellectual property currently, which is perhaps more valuable. Please click the link below to continue reading: Market in a Minute 2019-05-14

Read Blog

PVG Monthly Update Large Cap Value – May 2019

The Navigator strategy combines two of our strategies into one, our Loss Averse Equity Income strategy (LAEI) and Dynamic Core (DC). LAEI is a higher yielding equity income strategy that generally yields around 5%. This strategy has made money in some of the more difficult bear markets. Please click the link below to continue reading:…

Read Blog

PVG Market In A Minute – May 7, 2019

On Monday the market opened down about 2% and looked like it was going to turn into a real rout. The S&P 500 was down only about .4%. Please click the link below to continue reading: Market in a Minute 2019-05-07

Read Blog

PVG Market In A Minute – April 30, 2019

Below is a 5-year chart for the S&P 500, which has had a V-shaped recovery from the low in December to set a new all time high. Is this a great spot to short the market or are we seeing a melt-up? Please click the link below to continue reading: Market in a Minute 2019-04-30

Read Blog

PVG Market In A Minute – April 23, 2019

As we mentioned last week, there was not much interesting to drive the market and the market was pretty flat. Please click the link below to continue reading: Market in a Minute 2019-04-23

Read Blog

PVG Monthly Update Tactical Total Return – October 2019

The Tactical Total Return (TTR) strategy seeks to outperform the S&P 500 Index in two distinct ways. First, the strategy invests in the S&P 500, the NASDAQ, EAFE, the Russell 2000 and an Alpha Sleeve of our best individual stocks (we are a tactical manager that is also a great stock picker) Please click the…

Read Blog

PVG Monthly Update Dynamic Core – April 2019

On February 22nd the Dynamic Core Strategy had a positive signal and moved to being fully invested. The goal of the strategy is to take the volatility out of investing in the broad stock indices, specifically the S&P 500. Please click the link below to continue reading: PVG – Dynamic Core Monthly Update (April 2019)

Read Blog

PVG Monthly Update Equity Income – April 2019

The stock indices last year fell more than 20% from high to low, from the later part of September to latter part of December, which is the definition of a bear market. Now the market is close to were it was at its peak again. Please click the link below to continue reading: PVG –…

Read Blog

PVG Market In A Minute – April 16, 2019

Thinking about the market over the last 6-7 months, the market fell roughly 20% in the later part of last year due to the Federal Reserve being too aggressive in tightening credit. Please click the link below to continue reading: Market in a Minute 2019-04-16

Read Blog

PVG Market In A Minute – April 9, 2019

Fundamentals: We would describe the fundamentals of the market as negative but improving. At this point, the positive improvement seems to be reflected in the overall valuation. Please click the link below to continue reading: Market in a Minute 2019-04-09

Read Blog

Contact Our Asset Management Firm