Posts Tagged ‘Domestic Equities’
The Death of 60/40: Where are we now?
At the beginning of 2022, I wrote a series, “The Death of 60/40.” The thesis was pretty simple. Real yields on bonds were negative, stocks were richly valued by historical measure, and the Fed had unleashed a monetary storm resulting in rising inflation. My conclusion that traditional stock and bond portfolios, especially passive index portfolios,…
Read MoreForecasting September in Four Charts
By focusing on long-term, monthly charts, we take a step back and put things into the context of trends. The trend is our friend.
Read MoreThe Rise of Direct Indexing: A Game Changer in Modern Investing
Discover the advantages of direct indexing as we delve into this powerful investment strategy while exploring its promising future.
Read More3 Signs That the Market Is Looking Bullish for September
The market is giving investors some reasons to be bullish for September, but the market can change quickly, so be prepared for anything.
Read MoreAre Prices Flying with the Blue Angels?
U.S. job openings fell to their lowest levels since March 2021 and U.S. labor market is now cooling pretty rapidly. But that’s good news. Find out why.
Read MoreIt’s Still a Dollar Story
Any way you slice it, it all still comes down to the dollar. We can talk about interest rates, the Yen, and inversions – there are all kinds of interesting relationships… But none of them may be as important as the impact the direction of the U.S.Dollar has on risk assets around the world. I…
Read MoreDid the Fed just signal the all clear sign?
After a turbulent fourth quarter, ending with a December that saw the S&P 500 have its worst showing in nearly 100 years, it’s fair to say investors were due for some good news! And that’s exactly what we got on Wednesday, when Fed Chairman Jerome Powell announced what the market had anticipated – that key…
Read MoreGot Money in International ETFs? You Need to Know This…
Does the resurgence of the greenback mean an end to International Equities dominance? Here’s what investors need to know… The direction of the U.S dollar has a big impact on how U.S. stocks perform relative to foreign stocks. As a rule, a strong dollar favors U.S. stocks, while a weak dollar favors foreign stocks. You…
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