There Are Reasons to Be Optimistic About the Market

Last year was a challenging year for the stock market, with all kinds of economic and political uncertainties causing significant volatility.  But as we begin this new year, it’s important to keep a long-term perspective and not get swayed by short-term market fluctuations.  Technical analysis is a helpful tool in this regard because it allows…

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A Hawkish Fed & A Defensive Stock Market

As most investors already know, the FOMC hiked interest rates again last week by another 50bps, establishing the Federal Funds rate at 4.25-4.50%. If you listened to Jerome Powell during the press conference, you know that he minced few words and was decidedly hawkish. CPI data came in better than expected, although inflation over 7%…

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This One Investing Style Is Having a Banner Year

Trend-following managers are having a banner year in 2022 amidst a year of turmoil for traditional portfolios. Trend-following has provided valuable diversification to investors who may have otherwise had much larger losses in traditional allocations. Consider that the SG Trend Index, an index designed to track the 10 largest (by AUM) trend-following CTAs and representative…

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