Quick Comment – Cash is King

We're continuing to hold large cash and other defensive positions after having sold numerous invested assets some time ago.  Additional sales are imminent as market deterioration continues. Markets had been looking for help from the People's Bank of China in the form of a weekend rate cut - that didn't happen.  Overseas markets have continued [...]

By | August 24th, 2015|Market and Portfolio Commentary|Comments Off on Quick Comment – Cash is King

Quick Comment – Still Holding Significant Cash

Market conditions have continued to deteriorate, but Appleton Group clients have been insulated from significant losses. Most client portfolios are currently holding a minimum of 65% cash, which is a significant change from our posture at the end of June.  Clients in our Tax Managed Growth Portfolio and PLUS Portfolio strategies are also holding significant [...]

By | August 21st, 2015|Market and Portfolio Commentary|Comments Off on Quick Comment – Still Holding Significant Cash

Three Minute Trend Talk™ – Currency Wars Heat Up

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). mFRukv-29MU [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

By | August 12th, 2015|AGWM Research, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Currency Wars Heat Up

Quick Comment – Overseas Markets Weak, Spreading to U.S.

Market conditions are deteriorating amid continued economic uncertainty overseas, most notably in Greece and China.  We're avoiding all of the recent downturn in emerging markets since last Wednesday when we sold Vanguard MSCI Emerging Market ETF (symbol VWO) in all managed accounts (as well as any associated emerging market funds in various managed 401(k) and [...]

By | July 8th, 2015|Market and Portfolio Commentary|Comments Off on Quick Comment – Overseas Markets Weak, Spreading to U.S.

Three Minute Trend Talk™ – Greece: The Skids – Epilogue

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). I9KvXlpjdqU [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

By | July 6th, 2015|AGWM Research, Market and Portfolio Commentary, Trend-Following|Comments Off on Three Minute Trend Talk™ – Greece: The Skids – Epilogue

Three Minute Trend Talk™ – Growth at Any Cost

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). tR-dZ-tH3AA [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

By | June 2nd, 2015|AGWM Research, clearTREND™, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Growth at Any Cost

Quick Comment – Market Conditions Weakening

The markets have begun to weaken somewhat over the past few days following last Friday's poor GDP report.  GDP measures all of the economic activity in the U.S., and with the end of the Federal Reserve's five year-long stimulus now complete, it really is no surprise that economic activity is weakening. And the markets are [...]

By | May 7th, 2015|Market and Portfolio Commentary|Comments Off on Quick Comment – Market Conditions Weakening

Three Minute Trend Talk™ – Slowing Growth, Steady Market

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). 4iYsNaiOqAU [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

By | May 5th, 2015|AGWM Research, clearTREND™, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Slowing Growth, Steady Market

Three Minute Trend Talk™ – Natural Growth

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). aax96lmVrJU [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

By | April 7th, 2015|AGWM Research, clearTREND™, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Natural Growth

Three Minute Trend Talk™ – Running out of Gas?

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). U2Cv2jsub8I [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

By | March 10th, 2015|Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Running out of Gas?