As an investment consultant and portfolio manager for different clients, I manage a number of different investment strategies. Once you understand my investment philosophy, you’ll understand why I manage these strategies the way I do. I share the investment commentary on these strategies here. U.S. CORE STRATEGIES The U.S. Core strategies provide long-term exposure to […]
Investment Strategies Update – Q1 2025 Read More »
Following the November U.S. elections, there was a general sense of investor bullishness based on what I considered a “default” belief that Republicans are good for the economy and risk assets. My concern was that even with a Republican sweep of the November elections, there was still a ton of uncertainty around inflation, tariffs, taxes,
Political Uncertainty and Weaker Economic Data Impacting Financial Markets Read More »
SUMMARY Well, the uncertainty of the elections is finally over, but the uncertainty of government policies remains. For the moment, investors are giving the Republican majority the benefit of the doubt. In simplistic terms, without doing any deep work and taking a leap of faith, investors will tend to assume that a Republican majority across
Outlook & Positioning – December 11, 2024 Read More »
As an investment consultant and portfolio manager for different clients, I manage a number of different investment strategies. Once you understand my investment philosophy, you’ll understand why I manage these strategies the way I do. I share the investment commentary on these strategies here. U.S. CORE STRATEGIES The U.S. Core strategies provide long-term exposure to
Investment Strategies Update – Q3 2024 Read More »
The Milwaukee Brewers just lost the MLB Wild Card Series to the New York Mets. The Mets are moving on in the playoffs and the Brewers’ season has come to an end. I was actually at Game 1 with a great friend of mine, but Games 2 and 3 had me thinking about investing, as
Investing: Swinging at the Fat Pitches Down the Middle Read More »
China is one of the largest economies in the world and its influence in the global economy is significant, so investors should consider paying attention. I manage a number of different strategies for clients, including strategies with exposure to international markets. Part of this exposure to international markets can be exposure to Chinese equities, so
Quick Look: Chinese Equities Read More »
Let’s take a Q1 review of the strategies I manage for clients.
Investment Strategies Update – Q1 2024 Read More »
We’re pretty close to prior market peaks and resistance levels in the Dow, S&P 500 and NASDAQ indices. This may be an area where the U.S. large cap indices take a breather following huge rallies from the lows last year. From a technical perspective, we need sustained price movement above these peaks in order to
Close to Prior Peaks and Resistance Levels Read More »
Over the last week, I keep seeing/hearing that this is the most hated stock market rally ever. Give me a break. The people that think this is the most hated rally are those that have continued to indicate the market will decline to last year’s market lows, or that have missed a lot of the
The Most Hated Rally? Oh C’mon! Read More »
You don’t have to do it. You do not have to be tactical in your investment strategy. You do not need to try to outperform the market. You do not need to figure out which investment does better than another one. That is all a fallacy. The goal of investing should be to try to
Activity for Activity Sake Read More »
