Posts Tagged ‘interest rates’
It’s As Simple As Following Price
YOU DON’T FIGHT THE FED. It’s a long-standing market adage. But so too should be: FOLLOW PRICE. At the end of the day, only price matters. I bring that to your attention as an important, critical reminder to never lose sight of what’s important. Because, regardless of all the talk of rate hikes, recessions, housing,…
Read MoreThis Has Everything to Do with Rising Rates
In case you missed the memo, 2022 has been all about rising bond yields. It’s undeniable. We can’t talk about stocks without including a conversation about the bond market. More specifically, the direction of bond yields. Yields are once again pushing up against their June highs, so investors must understand the correlation between the equity…
Read MoreAre You Recession-Ready?
Are we headed for a recession? The growing evidence that suggests the answer to this question is, unfortunately, yes. U.S. GDP fell at a 1.4% annual rate in the first quarter – another quarter of negative growth would officially mark a recession. Those who think a recession can be avoided are of the groupthink that…
Read MoreIt 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 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 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…
Read MoreAre You Prepared for Raising Rates?
The broader markets have been struggling amid inflation and interest rate fears. You can see it in the chart below – after peaking in early September, the S&P 500 has been in a downtrend that it’s been struggling to reverse. But that does not mean all areas of the market are seeing selling pressures. On…
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