Investing Strategies & Updates

Signs of Sector Rotation Mark a Fluid Sentiment Change

October 24, 2016

Many professional asset managers, including myself, are self-described students of sector rotation. While both schools of top-down and bottom-up investment analysis exist and can be equally argued for, there is a driving consensus that they both have proven to be effective approaches to investing from a historical basis. Before we look at the differences between […]

Where to Invest for Income When Rates Rise

October 17, 2016

Bond yields have been moving higher for the past month as fixed income traders are taking more seriously the notion that the Fed may raise rates starting in December. There is also a growing chorus of Fed officials talking of two more hikes in 2017 followed by two more in 2018. Even if there are […]

Stick with an Overweight Allocation in Technology

October 10, 2016

For some investors, Halloween came early this month. Last Friday, Wall Street darlings Honeywell (HON) and PPG Industries (PPG) both caught investors off-guard by issuing a pair of profit warnings that flew in the face of the recent rotation into more economically sensitive sectors. Both companies cited specific areas of slowness, but also opined about […]

Strap in for October — The Fun Has Only Begun

October 3, 2016

Following a string of high-profile events that included a Federal Open Market Committee (FOMC) policy meeting, a Bank of Japan (BOJ) policy meeting, an OPEC meeting, end-of-the-quarter window dressing and a no-holds-barred U.S. Presidential debate, one would have thought that the skies for the stock and bond markets might have cleared somewhat heading into October. […]

Taking the Fed at Face Value Keeps Markets Guessing

September 26, 2016

After all the hype and buildup, the Fed voted 7-3 to leave the target range for the fed funds rate unchanged at 0.25% to 0.50%. Voting to take action to hike rates were Kansas City Fed President George, Cleveland Fed President Mester and Boston Fed President Rosengren, each of whom prefer to raise the target […]

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High-Yield Income from the Business of Lending

September 19, 2016

With all the layers of regulation that emerged from the banking crisis in the Great Recession of 2007-2009, capital became very difficult to access for small business owners. To some extent, that challenging credit cycle remains in place. Going through a bank or the Small Business Administration (SBA) for a loan can take several weeks. […]

Flip-Flopping Fed Triggers Broad Market Sell-Off

September 12, 2016

The Federal Reserve is entering the twilight zone with its ambiguous rhetoric that defies the recent spate of weak economic data. Fed Bank of Boston President Eric Rosengren’s comments on Friday morning before the market opened moved him firmly into the hawkish camp, sending the odds for a rate hike this year above 60% as […]

Job Market Whiffs Again In August

September 5, 2016

August tends to be a month that can provide uncertainty and, in some cases, frequent disappointing economic reports. One area of the economy that seems to slip during August is hiring. For ten straight years, the actual jobs data for the month of August has come in light of forecasts. Why economists are so bullish […]

Too Many Cooks Crowd the Fed’s Kitchen

August 29, 2016

The much-anticipated speech by Fed Chair Janet Yellen in Jackson Hole, Wyoming, last Friday was initially met with a round of bullish applause as investors put a Goldilocks spin on the narrative of her message: not too hot and not too cold, but right down the middle. It is as if the markets accepted the […]

Fed Hangs out ‘Free Hot Dogs’ Sign at NYSE

August 22, 2016

This back and forth narrative fashioned by the Fed about the future of short-term interest rates has entered a “silly stage.” The stock market ended the midweek affair on a flat note as investors walked back recently adjusted rate-hike expectations for the year. The change in thinking followed some dovish remarks from St. Louis Federal […]

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