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360 Insights

  • Corona-Virus & Volatility

    Read as PDFPrint this ReportAfter months of very low volatility, fears over the potential negative effects of the corona-virus on the global supply chain is causing markets to take an overdue pause.  Markets underwent a large sell-off today. The Dow Jones fell 1,031 points, and the S&P 500 was down over 3.3%. In this issue we...

  • The One Thing

    Read as PDFPrint this ReportSuccessful investing over time comes down to one thing: markets work in cycles. In this issue we take a deeper dive into a topic we discuss relatively frequently, but one that is not addressed as much as it should be in the investment world…the idea of cycles. Once we get comfortable...

  • Turn the Page

    Read as PDFPrint this ReportWhat a year 2019 has been. Despite trade wars with no resolution, weakening economic data, geopolitical uncertainty, impeachment, Brexit, and a whole list of other potential negatives, markets across the globe were strong and had very little volatility. In this issue, we review the key charts that help explain a very...

  • Illusion vs Reality

    Read as PDFPrint this ReportAs we continue the discussion of economic reality versus market reality from our previous Insights issue, we also look at the various illusions that are present in the investing world. This includes the illusion of one of the most over-used and misunderstood concepts in wealth management…the idea of diversification. “Reality is...

  • Weak Economic Data vs Strong Markets

    Read as PDFPrint this ReportThere is an old saying that the stock market has predicted 10 of the last 7 recessions. (Meaning stocks are more volatile than actual economic data.) But what happens when it’s the economic data that is showing weakness, while the markets continue to show strength? This is the situation today. So...

  • The Fed’s Secret Indicator

    Read as PDFPrint this ReportWhat if we told you that we knew what the Fed was looking at in their meetings? That we knew their secret? It would take the guesswork out of trying to predict what the Fed was going to do. Well, it may just be hiding in plain sight. “Secrets aren’t secret. ...