In case you’re in a hurry, here are three things to know right now. First, 2023 is off to a solid start for both the markets and our managed strategies across the board. That’s not surprising since markets had put in a floor back in early December and we’ve been invested more assertively since [...]
In the first two episodes of my podcast in the new year of 2023, I laid out both an optimistic case and a pessimistic case for the markets, one for the bulls, and one for the bears. Now it’s time to lay out how we think investors should approach the coming year with both [...]
As fiduciaries, it’s our obligation to present both scenarios objectively and without bias. And as fellow investors and participants in a western-style free market economy, we certainly would prefer an optimistic case for the markets in 2023. Who wouldn’t? But of course that’s not up to us; that chapter is the most desirable, but [...]
With 2022 now behind us, it’s time to look forward to what the New Year could bring. And as is often true, there’s a powerful optimistic case to be made for the bulls, and a very convincing and pessimistic case to be made on behalf of the bears. Mark Scheffler, AIF®, hosts this Three [...]
It’s been our tradition for the week before Christmas to share my wish list that I send to Santa ahead of Christmas Eve. I believe with all my heart that Santa IS real, of course, but he works his magic through us as his elves in sometimes mysterious ways. I never ask for the [...]
Recent data is definitely showing confirming evidence that inflation has peaked and now the process of what we’d call “dis-inflation” has started. And as a result, we’re a LOT closer to our intended targets in every single strategy – which means that we’re nearly fully invested and are taking advantage of recent support for [...]
It’s been our tradition during Thanksgiving week to turn away from the news of the markets and the economy to focus on what this week is all about, gratitude for all of the great things that we have in our lives and for the things that money just can’t buy. Mark Scheffler, AIF®, hosts [...]
This morning’s read on inflation showed real progress being made in stabilizing prices, albeit still at higher levels than a year ago. But any progress is welcome and the markets are responding nicely. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used [...]
We recognize that the world is quite a bit different today than it was a year ago, with an incredibly strong labor market, global inflation as high as it is and with the war in Ukraine continuing. And in response to a changing market environment, we've made a few minor strategy modifications worth noting. [...]
I want to take a moment to offer my thoughts not so much on where we are with the economy and the markets but rather where I think we’re headed as we round out a very challenging 2022 and look forward to 2023 and beyond. But let me start by saying that I believe [...]
