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Retired Or Retiring Soon? Yes, Worry About A Correction
When I was growing up, my father used to tell me I should “never take advice from anyone who hasn’t succeeded at what they are advising.” The most truth of that statement is found in the financial...
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Technically Speaking: “Coronavirus” Triggers Overdue Market Correction
Over the last few weeks, we have discussed the outsize market advance driven by the Fed’s massive liquidity injections into the market. As we discussed with our RIAPRO subscribers (30-day RISK FREE...
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Maybe This Time Is Different?
“Stock prices have reached what looks like a permanently high plateau” – Irving Fisher, New York Times September 3, 1929 One of the more infamous quotes from the roaring ‘20s came within two months of...
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“SARS” Versus “Wuhan”: The Difference Between “Now & Then”
A week dominated by headlines of a spreading respiratory virus has had investors recalling pandemics past, from SARS in 2003 to the Ebola scare six years ago. While the “Wuhan” virus, or known...
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Michael Markowski: Fed Downgrades U.S. Household Spending
Michael Markowski has been involved in the Capital Markets since 1977. He spent the first 15 years of his career in the Financial Services Industry as a Stockbroker, Portfolio Manager, Venture...
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#WhatYouMissed On RIA: Week Of 01-27-20
We know you get busy and don’t check our website as often as you might like. Plus, with so much content being pushed out every week from the RIA Team, we thought we would send you a weekly synopsis of...
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#FPC: What You Have In Common With Kobe Bryant & Chandler Parsons
As an advisor we are taken to task daily on the best way to keep clients informed and give them a holistic view of their financial situation. We must also do so in a way to ensure our clients not only...
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MacroView: The Fed’s View Of Valuations May Be Misguided
On Wednesday, the Federal Reserve concluded their January “FOMC” meeting and released their statement. Overall, there was not much to get excited about, as it was virtually the same statement they...
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S&P 500 Monthly Valuation & Analysis Review – 2-1-2020
J. Brett Freeze, CFA, founder of Global Technical Analysis. Each month Brett will provide you their valuable S&P 500 Valuation Chart Book. This unique analysis provides an invaluable long term...
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Market Correction Goes Viral, Is It Time To Buy?
Market Correction Goes Viral Portfolio Position Review MacroView: Fed’s View Of Valuations May Be Misguided Financial Planning Corner: What You May Have In Common With Kobe Bryant Sector & Market...
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The Rotation To Value Is Inevitable
In late 1999, it was stated that “investing like Warren Buffett was the same as driving ‘Dad’s ole’ Pontiac.” The suggestion, of course, was that “value” investing was no longer a viable investment...
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Technically Speaking: Market Bounce, January, & The Super Bowl.
In this past weekend’s newsletter, we stated the market was likely to bounce due to the short-term oversold condition which existed following Friday’s rout. To wit: “With a ‘sell signal’ clearly...
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Jerome Powell & The Fed’s Great Betrayal
“Lenin was certainly right. There is no subtler, no surer means of overturning the existing basis of society than to debauch the currency. The process engages all the hidden forces of economic law on...
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SOTM 2020: State Of The Markets
“I am thrilled to report to you tonight that our economy is the best it has ever been.” – President Trump, SOTU In the President’s “State of the Union Address” on Tuesday, he used the podium to talk up...
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Robertson: Only Time Will Tell
A great way to learn more about any phenomenon is to gain perspective by examining it from different angles. While it is certainly true that a great deal is known about stock returns, it is also true...
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#WhatYouMissed On RIA: Week Of 02-03-20
We know you get busy and don’t check our website as often as you might like. Plus, with so much content being pushed out every week from the RIA Team, we thought we would send you a weekly synopsis of...
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MacroView: The Next “Minsky Moment” Is Inevitable
In 2007, I was at a conference where Paul McCulley, who was with PIMCO at the time, was discussing the idea of a “Minsky Moment.” At that time, this idea fell on “deaf ears” as the markets, and...
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Market Vaccine For Virus Is More Fed’s “NotQE”
Market Vaccine For Virus Is More Fed Trust The Process MacroView: The Next Minsky Moment Is Inevitable Financial Planning Corner: 5-Things You Need To Know About HSA’s Sector & Market Analysis...
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Market Downturn? Putting Corrections Into Perspective
Shawn Langlois recently penned an interesting article: “Despite a few notable hiccups along the way, the bull market continues to prove insanely resilient.” What was most interesting, however, was the...
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Technically Speaking: COT Positioning – Risk Of Correction Still High (Q1-2020)
As discussed in this past weekend’s newsletter, the market remains overly extended as the recent correction sharply reversed on expectations for more Fed liquidity. However, with the market extremely...
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