tech stocks Archives

The Trouble with Bonds

By Avalon Team | September 20, 2023 |

Whatever the Federal Reserve’s current and future decisions are regarding interest rates, it’s an important reminder that the Fed only controls the direction of short-term interest rates. The market controls the longer end of the curve. U.S. Treasury bond yields are a function of three factors: term premium, inflation, and economic growth expectations. Term premium,…

The Death of 60/40: Where are we now?

By Avalon Team | September 14, 2023 |

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,…

Forecasting September in Four Charts

By Avalon Team | September 8, 2023 |

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.

The Rise of Direct Indexing: A Game Changer in Modern Investing

By Avalon Team | September 6, 2023 |

Discover the advantages of direct indexing as we delve into this powerful investment strategy while exploring its promising future.

3 Signs That the Market Is Looking Bullish for September

By Chris Rowe | August 31, 2023 |

The market is giving investors some reasons to be bullish for September, but the market can change quickly, so be prepared for anything.

Are Prices Flying with the Blue Angels?

By Avalon Team | August 29, 2023 |

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.

It’s not about Nvidia… it’s about the broader market

By Avalon Team | August 25, 2023 |

Every headline and every tweet this week has been about one stock – Nvidia (NVDA) and their blowout numbers. Do your P&L a favor, don’t get caught up in the hype.