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  • Three Principles for a Better Portfolio

    Markets are full of surprises. We have seen plenty over past the week, and even more over the past few years. Should we be surprised though? We discuss three principles to help improve portfolio construction to help deal with the inevitable surprises that will occur as investors. Market Microscope Use Principles to Guide your Process...

  • Yes Dear

    The past six months have been good and bad to both bulls and bears. Bullish investors have participated in an amazingly strong 2019, but had to tolerate a loss of over 20% of their capital in Q4. While bearish investors were feeling great around Christmas, only to see their pessimism crushed with the markets moving...

  • We Were Inverted

    Over the past week, parts of the yield curve have inverted for the first time since prior to the ’08 financial crisis. Many investors view an inverted yield curve as one of the first indications that the economy is entering into a recession. While it does have some historical importance, the actual significance is much...

  • Cycles & Anniversaries

    Knowing where you are within an economic, investment, or social cycle may be the single most important factor in making an investment decision. History is rife with examples of cycle extremes, both on the upside and on the downside, offering excellent corollaries to today’s cycle environment. We should adjust our thinking based on where we...

  • Cyborgs & Recessions

    With rapid advancements in technology computing power, we now have access to information that was once unfathomable. But having information and properly using information are two very different things. A successful investment strategy must combine the benefits of both humans and machines. Numerous economic indicators are flashing warning signs. Most recently, December retail sales came...

  • Dipping Our Toes

    Prudent management of portfolios does not include an “all-in” clause. As the market continues to show resilience following the steep selloff in the fourth quarter last year, we are continuing to reallocate out of cash and into equity and other attractive investments. However, we’re not convinced we are out of the woods just yet. Plus,...

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