Each month I discuss our ETF and 401k asset allocations. Please read in the context for you. Register for free access.
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Midyear Outlook & Game Plan
2023 Midyear update for clients and the interested. This market is less certain than usual. We are at an “anything can happen” area and should be ready for anything that can happen. Sign-up for free access.
Read More2023 Could Be Volatile
The Federal Reserve is tightening and traders are fighting the Fed. That’s never turned out well for traders or those who chase. I am focused on growth, value and quality while holding an oversized portion of cash on hand.
Read MoreQ4 2021 Outlook & Game Plan
We are accumulating cash with the idea that we get a good buying opportunity in the next year. Register to read.
Read MoreThe Inflation Narratives Are Probably Wrong
The hyper stimulated “reopen” trade is not the reason for inflation. It’s all about oil and supply chains. Inflation probably doesn’t fall until the end of 2022. Register to read.
Read More2020 Outlook & Game Plan: Navigating Overvalued Markets And Uncertainty
The rally off of the almost bear market correction of late 2018, has led to a near euphoric take by many investors as 2019 had a large gain. In reality, the stock market moved up about 20% over the past 2 years, or about 10% on average per year. Exactly in line with historical averages.
Read More2014 Another Crossroads
2014 could be another crossroads in the economy and markets as we continue to emerge from the Great Recession. I am more concerned about mounting global financial risks again, I just want to reiterate that the United States sits, and frankly all of North America sits, in a very good comparative position. If we set ideology aside and focus on improving standard of living for everybody willing to work for it, the American Dream will continue.
Read More2010 A New Decade of Crossing Mountains
The Great Recession born of The Financial Crisis is lingering in many parts of America and the world. Investing will take perseverance and a forward looking approach. There will be more corrections, but we must try to use that volatility to our advantage. To that end, technology and eventually, clean energy, will be major secular trends to embrace.
Read More2009 Letter: 2008 Was A Whale of a Year
Beginning in 1999 and culminating in 2006, credit became very easy to attain. Credit had in fact been pretty easy by historical standards since the middle 1980s, but in 1999 became very easy, and eventually, easy to the point of being silly in 2005 and 2006. There is enough blame to go around as to why credit loosened up to the point of absurdity, but in general it was the politicians, banks, investment banks, shadow banks and the Federal Reserve who are mostly at fault.
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