Investing Strategies & Updates

Liquidity Inertia Keeps Bull Trend Intact

August 16, 2021

The current investing landscape has been full of surprises and sudden changes that have kept investors and fund managers guessing as to how best to be positioned, even for just the month ahead. Only two weeks ago, the 10-year Treasury was knocking on the door of the 1.0% interest rate threshold before a blowout jobs […]

Does Robinhood’s Valuation Signal Dot-Com Risk All Over Again?  

August 9, 2021

Investors around the globe that depend on yield for pension distributions and general living expenses are finding it more difficult than ever to identify assets with dependable, low-beta features that pay decent dividends. With the latest Consumer Price Index (CPI) data showing annual inflation running at 5.4%, one needs to make 15% just to net […]

Summer of Healthy Capital Flows Into U.S. Markets

August 2, 2021

Last week’s price action for the stock market smacked of a rally that had run out of good news to justify rising share prices. All the heavy-hitting stocks that pack the top quartile of the S&P 500 had posted great numbers, except the house that Bezos built: Amazon.com, Inc. (NASDAQ:AMZN). The Fed beat the drum […]

A Good Time to Buy Bonds That Are Tied to Stock Market Performance

July 26, 2021

I’m not sure about the last time such a divide over the direction of interest rates and bond yields existed, but the present situation is one for the monetary history books. In what was looking like a scenario where lower commodity prices were taking hold, about the only commodity that has really retreated heavily from […]

Delta Variant Slams Market Sentiment

July 19, 2021

We’re all familiar with the phrase “the money has to go somewhere,” and this past week, safer havens in bonds and equity sectors were on the receiving end of fast changing fund flows. Treasuries, corporate bonds, preferred stocks, real estate investment trusts (REITs), utilities and consumer staples shined, while the most leveraged reflation sectors were […]

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Goldilocks Rally Rewards Big Growth and Reflation Stocks 

July 12, 2021

The perpetual debate of whether investors should weight their portfolios toward growth or value stocks rages on every day the market is open. Both the bond and stock markets hang on every economic data point to bolster the case for both views, with algo-models fueling fierce sector rotation like neon fish in an aquarium darting […]

Will The Fed Deal Promptly With Rising Inflation?

July 5, 2021

One thing about this market is that it can’t seem to make up its mind about whether inflation is going to take off or has already peaked. If you listen to the Fed, the second quarter will mark the highest rate for inflation. Then, it will cool in the months ahead. If you listen to […]

Inflation Provides Big Tailwinds for Commodities

June 28, 2021

Coming into the month of June, the noise level about runaway commodity prices was at a pretty high decibel reading. Just about every hard and soft class of commodities was trading firmly higher due to the global reopening of several major economies, compounded by wide-ranging logistical bottlenecks and outright shortages. This set of conditions lit […]

Markets are Rattled as the Fed Sends an Inflation Warning

June 21, 2021

Most investors are keenly aware that the market hates uncertainty, and they understand why the indices buckle when there is a lack of information to provide clarity. Last week’s Federal Open Market Committee (FOMC) meeting provided what most thought was a great dose of certainty via the Fed’s policy statement that, at first, gave the […]

G7 Meeting Produces Little Progress On China

June 14, 2021

The classic definition of the phrase “like a bull in a china shop” is a person who breaks things or who often makes mistakes or causes damage in situations that require careful thinking or behavior. I think this metaphor can be applied to the current situation regarding the growing tensions between the United States and […]

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