Market News
It Never Pays to Trade the Headlines
It’s always something… Today Putin, last week it was the Fed and inflation, and for so long before that, it was COVID… the headlines du jour. Most of it is baked into the price of stocks, bonds, or commodities by the time journalists turn your attention to it anyway. So please tell me, when has…
Read MoreHow to Earn More and Risk Less
There’s an important concept that when correctly implemented can almost assure your investing success. Get this wrong – and most investors do – and you could be doomed to financial ruin. Asymmetric investing is the concept of investing where the probability or outcome of a trade has more profit than loss (or the risk taken…
Read MoreCommodities Just Did Something They’ve Only Done Twice Since 2008
Let me set the stage… Over the past 20 years, it’s been nearly impossible for any asset class to displace U.S Equities as the strongest asset class on a relative basis. So, is the U.S. Equities’ dominance over other global asset classes on the ropes? Maybe… it’s still a wait-and-see. But they’re certainly taking it…
Read MoreCountry Bias Could Cost You the Gold
In the spirit of the Olympics, let’s discuss the idea of home-country bias as it relates to investing – particularly here in the United States. As part of what I do here, I’m often asked to review prospective clients’ portfolio holdings and allocations to provide feedback… And I must admit, it’s been a long time…
Read MoreWhat January Means for the Rest of 2022
Rather than guess at what might be happening in Global markets, let’s focus on what is happening – and ADAPT our portfolios accordingly. So, what do we know for sure today? We know January is in the books and it will go down as one of the more volatile beginnings to a year in recent…
Read MoreMARKETS IN TURMOIL
You fell for it didn’t you? The scary headline… works every time. I wrote that headline to save you the trouble of turning on your TV or following your favorite fear-monger. You’re welcome. Let me sum it up for you – the bulls are currently in trouble. There’s not a lot to be optimistic about…
Read MoreIt’s All Bullish for Energy and Financials
One of the most important themes these days is the rotation between growth and value stocks. To be clear, we’re not seeing a rotation out of stocks into risk-off alternatives, we’re seeing a rotation within the equity market. Groups like Energy and Financials have been breaking to new highs while growth and Tech indexes have…
Read MoreIs Your Portfolio Ready for Higher Rates?
A lot of investors out there are in for a nasty surprise this year – especially index investors. Allow me to explain… 2022 is not 2019. It’s also nothing like 2020. This is a different environment and investors who hope to profit and outperform the market need to recognize and adapt to major shifts, particularly…
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