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The action of the US dollar can have major implications on both a strategic level (the economy) and a tactical level (such as a “tactical” investment strategy). For this simple reason, we find it prudent to consider the position of the US dollar when implementing or revising your investment strategy. In a market that has seen extremes […]

Liz Ann Sonders from Charles Schwab recently pointed out, market breadth, or the number of stocks participating in this year recovery is broadening and increasing. What does the data say? Looking under the microscope we see an expanding number of new 52 week highs in the NASDAQ and NYSE universes. Yesterday, on the NYSE there

After a long stretch where growth investors were richly rewarded and value investors took their position in the rear, late 2021 saw a shift. In the market drawdown of 2022, value investors jumped ahead…..and saw much less decline in value. When exactly did Value start its outperformance? After a multi year period when growth shined,

An apple a day keeps the doctor away. This isn’t literally true, and the real lesson is in the strategic view of what happens over time. The apple represents something good for you. The day refers to the consistency of which the consumption of something good should occur. Keeping the doctor away metaphorically represents avoiding

George Washington had wooden teeth. Bulls get angry when they see the color red. There are many commonly held beliefs that are, in fact, untrue. Here’s a common stock market concept, one I heard stated as truth yet again a few days ago: the week of monthly options expiration often sees increased volatility, and whichever

We define the Santa Claus rally period of December 15th to January 15th. Traditionalists consider the Santa Rally Period December 15th to December 31st. In our blog post of December 14th (“Santa Claus Rally & The January Effect”), we discussed the block of time from December 15th to January 15th. This period is the tail

When the markets are piping hot, much like they were for the second half of 2020, investing feels like such an easy endeavor. When the markets cool to levels where growth is hard to find, investing seems much more bleak – and 2022 surely felt like a barren, frozen tundra when it comes to finding

We get asked quite a bit…..Is this the bottom or a bottom? Given the dreadful performance of all asset classes in 2022 it’s a question investors are asking themselves. I felt confident in my call that the October 14th bottom would be The Bottom….I still feel that way. Conversely, Barry Ritholtz recently penned a very

JANUARY 4, 2023  BEHAVIORAL FINANCECOLLEGE PLANNINGGEN ZINVESTMENTINVESTMENT MANAGEMENTMILLENIALSMONEY MINDSETPERSONAL FINANCE “In this world nothing can be said to be certain, except death and taxes,” -Benjamin Franklin, to his friend and French scientist, Jean Baptiste Le Roy (November 1789) It’s possible that, were he around today, Ben Franklin might have added pessimism to the short list of

DECEMBER 14, 2022  INSIGHTSINVESTMENTINVESTMENT MANAGEMENTMARKET HISTORYTECHNICAL INSIGHTS We believe the rally will arrive this year, but with a caveat. Expect this to be more prominent for small caps. The period between December 15th to January 15th takes into effect the “Santa Claus Rally” period as well as the January effect period. If viewed as a continuous