Market News
It’s Time We Looked Beyond Returns
Last week my kids had Spring Break and we visited a theme park. I rode every single roller coaster. I was hurled from 0–50mph in 2.8 seconds, dropped from over 100 feet, and sent upside down and backward at 70mph. While it made for an exciting vacation, I want my investing experience to be exactly…
Read MoreValue Is the New Growth
I’ve said it before: You can’t score from the 50-yard line if you’re calling plays that work best from the 20-yard line. You need the right playbook for the right spot on the field. Investors are guilty of making the same mistake. Far too many investors are still using the playbook designed to work in…
Read MoreHow to Build an All-Weather Portfolio
In my recent series, “The Death of 60/40,” I cautioned investors that traditional asset-allocation strategies that have worked in recent years would begin to fail. We’re not even three months into the year so far and the classic 60/40 is down more than 10%, on pace for the worst drubbing since the financial crisis of…
Read MoreOverlooking This One Sector Could Really Cost You
Technical analysis is all about seeing what IS happening in the market, not what MIGHT happen in the market. I’ve never met anyone who made money based on what might be… just what is. That’s a big reason why we focus our efforts on technical analysis. I’d rather find something that’s working. Why complicate it?…
Read MoreLet the Cycles Be Your Guide
Over the centuries, the American economy has gone through repeated up and down cycles. From expansion to contraction and back again. Some of these cycles were muted and went virtually unnoticed, while others have been dramatic and painful – like the Great Depression of the 1930s, the runaway inflation that marked the 70s, and the…
Read MoreSee the Market Clearly & Invest Accordingly
We’ve been doing our fair share of talking about Commodities lately, and how the Commodities market has been exceptionally strong coming off the 2020 Covid lows… So strong in fact, that no other asset class has been stronger. But Commodities aren’t the only asset class investors will consider. Pick up any textbook teaching market and…
Read MorePassive Investing May Be Harming You More Than Helping
It’s no secret that passive index funds and ETFs have been gathering the bulk of asset flows for several years. In 2021 alone, passive funds assets increased by 35.9% and reached $20.87 trillion (as of June 30). Blackrock, Vanguard, and State Street hold the bulk of these assets. Passive funds are, by definition, designed to…
Read MorePrices Are Not as Random as You Think…
In the popular investment book A Random Walk Down Wall Street by Burton Malkeil, the author argues that asset prices are purely random. As a result, investors should just “buy and hold.” This thought has led the investment industry (and many investors) to simply close their eyes and hope for the best. There are several…
Read MoreYou’re Not Really a Passive Investor…
The events taking place in Ukraine and specifically on the people of Ukraine are immeasurable and are well beyond the scope of what we discuss here each week. The impact of such events on global markets, however, IS measurable. And something we are prepared to speak about. We can clearly see rising Commodity prices. We…
Read MoreU.S. Stock Indices Tumble Amid Russian Aggression
“There are decades when nothing happens and there are weeks when decades happen.” –Vladimir Lenin As the world now knows, Russian president Vladimir Putin announced the start of a “military operation” in Ukraine, attacking several cities in the Eastern European country after months of amassing troops at its borders. This act of aggression will likely…
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