There is increasing chatter about the budget deficit for 2019 being above $1 trillion and this trend continuing, however we would expect it to be slightly lower in 2020 as spending may be a little lower and tax revenues a bit higher. To continue reading click below: Market in a Minute 2020-02-10
We start a new year after a massive recovery in the markets in 2019, from a very large sell off during the 4th quarter of 2018. To continue reading click below: Market in a Minute 2020-2-04
Over the last several weeks, we have reviewed several valuation methodologies for the market, and all of the tradition valuations has the market being expensive or extremely expensive. To continue reading click link below: Market in a Minute 2020-1-28 a
Over the last several weeks, we have reviewed several valuation methodologies for the market, and all of the tradition valuations has the market being expensive or extremely expensive. To continue reading click link below: Market in a Minute 2020-1-21
This week, the market will focus on the major banks reporting earnings, the signing of phase-one of the China trade agreement on Wednesday, and lastly, the impeachment trial of President Trump in the Senate. To continue reading click link below: Market in a Minute 2020-1-14
We start a new year after a massive recovery in the markets in 2019, from a very large sell off during the 4th quarter of 2018. The net result is the market is up just 9.9% from the high in 2018 to the close of last Friday, but up 38% from the December 2018 low…
Our technical algorithm is in a positive mode as the market is trending up and is above all the major moving averages. The issue we are concerned about, which is incorporated into our algorithm, often right before an end of a bull market you get a euphoric rally, called a blow-off top or a parabolic…
The Employment report last week was very strong, total jobs increased 266,000 in November. The strong jobs report was not consistent with the Purchasing Managers Index reported on Monday, which was weaker than expected. Please click the link below to continue reading: Market in a Minute 2019-12-10
The Dynamic Core Strategy was up 3.4% gross of fees in November in line with the S&P 500. Our technical algorithm that drives the allocation of the strategy is positive. As long as the trend of the market is positive the strategy will remain fully invested. Please click the link below to continue reading: PVG –…
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…