Posts Tagged ‘bull market’
January Market Review
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…
Read MoreOur Top Concerns for 2023: Here’s What Numbers We’ll Be Watching
One thing I enjoy about investing is that the markets and the economy are like trying to solve a giant jigsaw puzzle. Rarely are you given all the pieces together to complete a scene but instead, you must piece together little bits of evidence, one at a time. The added challenge is that markets often…
Read MoreIs It All Bad News?
2022 is officially in the books and many investors would say good riddance! Using the benchmark indexes as our “market” proxies, it was pretty ugly. But indexes can be misleading. The DJIA ended the year down -7.67%, which, given all the noise last year, really isn’t awful. The S&P on the other hand, fell -20.28%,…
Read More2022: A Year for the History Books (And Our Outlook for 2023)
2022 will be remembered as one of the worst years ever for a portfolio of stocks and bonds. Stocks and bonds both fell by double digits. It’s rare for stocks and bonds to fall in the same year. By my calculations, it’s happened just four times before this year going back to 1928. But in…
Read MoreWhat the Financial Media Gets Wrong (And Why We Trust the Data)
2022 is nearing a close and I’d like to take a brief moment to thank you for reading and following along with us through another year. Not only did the market take us on a wild ride, but we’ve rebranded here at Avalon, and we’re looking to head into 2023 with our fresh new look…
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 MoreA 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%…
Read MoreAll I Want for Christmas Is a Rally
Dear Santa, all I want for Christmas is a rally! Let’s hope Santa comes through… Each and every December, investors wait in anticipation hoping to see what the jolly big guy in the red suit brings. No, I’m not talking about gifts under the tree. I’m referring to a stock market rally that often comes…
Read MoreThis 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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