Posts Tagged ‘market news’
How to Know Your Investment Outcome in Advance
Growing up, I loved to watch and play baseball and I was an avid baseball card collector, but it wasn’t until I was in my teens that I recognized the importance of all of those statistics kept for each player. Being numbers-oriented as I am and a baseball enthusiast, it was only natural I would…
Read MoreThis Market Calls for Defense & Caution
Here’s what sector performance looks like right now: Consumer Discretionaries (XLY) is down -13.2%. Technology (XLK) is down -16.32%. Communications Services (XLC) is off by -19.78% year-to-date… And it’s still only April! Think about this for a minute… These three sectors XLY, XLK, and XLC account for two-thirds of the market cap of the S&P…
Read MoreHere’s What Netflix Is Signaling for the Rest of the Market
On Tuesday, Netflix reported earnings that disappointed the Street. As a result, the stock imploded, dropping by over 25%. Netflix shares have been part of the “club” – the mega-cap market leaders known as the FAANGMs (Facebook, Amazon, Apple, Netflix Google, and Microsoft). First, Facebook disappointed. Now it’s Netflix. The Generals are getting shot one…
Read MoreWhen Seasonal Patterns Fail, Take Notice
March’s epic bounce in the S&P 500 and NASDAQ offered promise – that is, until it didn’t. With all the noise, both the S&P 500 and NASDAQ are right back where they were a month ago, and heading towards the March lows. But why? Both indexes have given back nearly all of March’s gains and…
Read MoreStay Cautious, Investors
Sometimes it’s good to be long, sometimes it’s the time to be short… And other times, it’s time to go fishing. Let’s take a look at some key takeaways from today’s markets: Lack of follow-through evident beneath the surface Risk-off environment persists Defensive sectors gaining strength Last month’s equity market bounce was impressive at the…
Read MoreMarkets Don’t Go Up Forever
Trees don’t grow to the sky and markets don’t go up forever. Over the course of a lifetime, an investor is likely to experience both bullish and bearish cycles. As defined by Investopedia: “A bull market is a market that is on the rise and where the conditions of the economy are generally favorable. A…
Read MoreWhy Not Have Systems for Investing?
Systems exist everywhere. In nature, we find almost an infinite number of hierarchical, interconnecting ecosystems that play key roles by which energy is transported and transformed. In society, we find that systems can provide for organization and guidance for human interactions. Take for instance how we drive – we follow a precise system. Here in…
Read MoreStart Sharpe(ning) Your Investment Skills
Good portfolio management begins and ends with risk management. In last week’s ADAPT, we discussed the importance of understanding maximum drawdown, a key stat that can determine the likelihood that an investor can stick with an investment strategy through both good times and bad… And why it’s important to keep that number as low as…
Read MoreIt’s Time We Looked Beyond Returns
Last week my kids had Spring Break and we visited a theme park. I rode every single roller coaster. I was hurled from 0–50mph in 2.8 seconds, dropped from over 100 feet, and sent upside down and backward at 70mph. While it made for an exciting vacation, I want my investing experience to be exactly…
Read MoreValue Is the New Growth
I’ve said it before: You can’t score from the 50-yard line if you’re calling plays that work best from the 20-yard line. You need the right playbook for the right spot on the field. Investors are guilty of making the same mistake. Far too many investors are still using the playbook designed to work in…
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