Rainstorms and Hedging Risk
None of us expect the weather to be all sunshine and perfect temperatures. Sometimes it rains. Sometimes the wind blows heavy. Sometimes it’s cold. Sometimes…
Rainstorms and Hedging Risk Read Post »
None of us expect the weather to be all sunshine and perfect temperatures. Sometimes it rains. Sometimes the wind blows heavy. Sometimes it’s cold. Sometimes…
Rainstorms and Hedging Risk Read Post »
Once again, we share our quarterly outlook for the stock market. This is a comprehensive viewpoint contained within a pdf report that is meant to…
REPORT: 2024 Q2 Outlook — Navigating the Market’s Ebbs and Flows Read Post »
Last week we wrote about sectors to consider in the March rebalancing period. We identified 2 sectors of growth stocks to consider, Restaurants — one…
Sector Rebalancing Idea: Building Materials Read Post »
We have been expecting a pause in the spring of this election year for some time. Historically, this has arrived in the February – March…
Spring Sector Rotation Read Post »
The Generational Bottom was 15 years ago last week. Even 5 years can be a long time for younger investors or retirees but can go…
15 Years Ago Today: the Great Recession Low Read Post »
Here we are, between earnings seasons – another period in which investors take a wait and see attitude and often expect the market to pause…
Thoughts for Traders As Triple Witching Approaches Read Post »
My story started in a small, suburban American town, with a pretty standard inside-the-box view of this world. More and more steps outside of that…
Experience > Money Read Post »
The February – March period is time for investors historically a wait and see attitude. Seasonally, this lines up with the in between earnings period where other…
Expecting a Pause. Read Post »
I have been a contributor to the Quarterly Forecasts for a number of years. Reuter’s Sinead Carew polls 150 equity strategists across the globe and…
Reuter’s Global Quarterly Equity Market Forecasts Read Post »
The Who promised fans they won’t get fooled again in 1971. Have the bond players of today forgotten the lyrics? We have been under the…
Bond Market Speculators: We Will Get Fooled Again Read Post »