October 2015

Three Minute Trend Talk™ – Profit Prophecy

By | 2015-10-19T09:48:50+00:00 October 19th, 2015|Market and Portfolio Commentary|

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). xvrTGRmFJRA [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

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Quick Comment – Bad News Helps Market Rebound

By | 2016-01-07T12:02:31+00:00 October 5th, 2015|Quick Comment|

Last Friday's jobs report was exactly what the markets needed: evidence that the Fed is unlikely to raise rates this year.  With job creation slowing, there's little reason to believe that wage growth is going to take off anytime soon.  And so with little threat of inflation, rates can stay low for a while longer. [...]

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September 2015

Quick Comment – China Intervenes Again, Pushing Markets Higher

By | 2016-01-07T12:03:39+00:00 September 8th, 2015|Market and Portfolio Commentary, Quick Comment|

While the U.S. markets were closed for the Labor Day Holiday, China's central bank was once again busy.  In an effort to support Chinese stock prices that have plummeted over the past few months, the People's Bank of China once again implemented a sizable stock-buying program, reversing intraday losses of -2.0% and finishing the session [...]

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Three Minute Trend Talk™ – Negative Trends Everywhere

By | 2015-09-01T10:27:41+00:00 September 1st, 2015|clearTREND™, Market and Portfolio Commentary, On-Demand Presentations|

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). WW1YFl_LvxQ [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

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August 2015

Quick Comment – Fresh Stimulus from China, Again

By | 2015-08-26T08:45:56+00:00 August 26th, 2015|Market and Portfolio Commentary|

As we've been saying for quite a while (years, actually) the markets will need additional fresh stimulus to move higher.  And as we've all seen over the past month or so, the global economy has become so dependent on stimulus that its absence causes real problems (market downturns). So last night's announcement from the People's [...]

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Quick Comment – Cash is King

By | 2015-08-24T10:09:44+00:00 August 24th, 2015|Market and Portfolio Commentary|

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 [...]

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Quick Comment – Still Holding Significant Cash

By | 2015-08-21T08:34:25+00:00 August 21st, 2015|Market and Portfolio Commentary|

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 [...]

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Three Minute Trend Talk™ – Currency Wars Heat Up

By | 2015-08-12T10:05:44+00:00 August 12th, 2015|AGWM Research, Market and Portfolio Commentary|

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="" [...]

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July 2015

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

By | 2015-07-08T11:14:42+00:00 July 8th, 2015|Market and Portfolio Commentary|

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 [...]

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

By | 2015-07-06T10:58:36+00:00 July 6th, 2015|AGWM Research, Market and Portfolio Commentary, Trend-Following|

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="" [...]

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