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  • Turn the Page

    What 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 interesting 2019. “Learn from...

  • Illusion vs Reality

    As 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 but an illusion, albeit...

  • Weak Economic Data vs Strong Markets

    There 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 who will win the...

  • The Fed’s Secret Indicator

    What 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.  They’re just hidden treasures...

  • The Big Three

    In investing there are three major disciplines that attempt to analyze the factors that drive investment performance. We take a look at the primary components we are watching in each of these three key areas in the markets to get clues as to what is next. We remember the heroes and first responders who selflessly...

  • Price is Always Right

    August has seen a massive pick up in volatility, and we are watching two key price levels to help us guide portfolios. After all, price is the single most important factor when making investment decisions. “I would much rather wait a few moments more to soar with an eagle than rush to fly with a...

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