Posts Tagged ‘bonds’
Why Weakness in Commercial Real Estate May Signal Trouble
REIT investors are having a terrible year. The guiding principle of relative strength investing is to invest in what’s strong and avoid what is weak. The underlying principle of this approach is that assets that have been performing well in the recent past are likely to continue to do so in the future, while those…
Read MoreThe Fed Announcement’s Implications for Banks
It’s about to get interesting… I think we’re about to see some bodies. Yesterday, the Federal Reserve announced another 25bps increase in interest rates. The Fed and Jay Powell made it clear that there is no trade-off between taming inflation and financial stability. Echoing the thoughts of his European counterparts, Jerome Powell said it’s the…
Read MoreRelative Strength Update: Failing Bank Implications
After a tumultuous 2022, 2023 was off to a great start. Then banks threw a monkey wrench into the machine. Now the S&P has almost erased its impressive YTD gains, several banks are failing, and the prospect of a worldwide banking crisis looms… In times like these, it’s easy to become emotional and get caught…
Read MoreEverything You Need to Know About the FDIC
Unfortunately, the sudden collapse of several large Regional banks over the last week has that boring old Federal Deposit Insurance Corporation (FDIC) insurance back as a topic of conversation. So, we thought it might be helpful to highlight what the FDIC covers and how much… and maybe most importantly, what it does not cover. The…
Read MoreA Helpful Q&A on the Bank Crisis
And here’s the price paid… Last weekend’s fallout from the Silicon Valley Bank’s (SVB) failure has dominated market news. So I want to address some of the questions and concerns surrounding what’s happening in the banking sector. Let’s dig in… Last Friday, Silicon Valley Bank (the 16th largest bank in the U.S.) failed and was…
Read MoreSVB Collapse Sparks Concerns About Systemic Risks in Financial System
Two bank failures and a falling stock market. What is going on? The events of the past week have caught many investors off guard, but for our regular readers and clients, you know that we have been warning about the growing risks in the markets for some time. On March 1, I discussed how there…
Read MoreJanuary Market Review
To learn more about what to expect for your investments this year, and to hear how Avalon can help keep your portfolio protected through the most turbulent markets, you can schedule a free 1-hour consultation here.
Read MoreA Story About Japan, the U.S. Dollar, & Gold
Investors woke up to a major macro surprise Tuesday morning when the Bank of Japan announced a de-facto rate hike by allowing the yield on their 10-Year Treasury to reach .50%. Although the Bank of Japan (BOJ) didn’t actually raise rates, the net result is the same. What the BOJ did was allow the 10-Year…
Read MoreBig Moves for a Forgotten & Unloved Asset Class
Have individual investors forgotten there is more than one asset class? It sure feels that way, because lately, all the excitement seems to be about one asset class – stocks. I get it, stocks have had an incredible rally coming off their October 2022 lows. But I’m not focusing on stocks today. There’s another asset…
Read MoreOctober Market Review
To learn more about Risk Management and how Rowe Wealth can help keep your portfolio protected through the most turbulent markets, you can schedule a free 1-hour consultation here.
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