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ReSolve’s Riffs Part Two: Crouching Bull, Hidden Bear: Second Chance for Investors?
Joined by good friend Corey Hoffstein (Newfound Research), the team analyzed the aggressive recovery in stocks over the last few weeks and the apparent disconnect from the harsh broader…
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Amidst the Turmoil, Active Management and Hedged Equity Could Bolster Portfolio Performance
2020 continues to throw curveballs at the world, and especially financial markets. The economy and the stock market have become decoupled. In this historic time, we have seen historic stimulus…
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Credit Markets – What’s Priced In?
The headlines are still unnerving and volatility remains a worry. Many asset classes have yet to recover and countless investors fear additional losses. Fundamentals, investor positioning and…
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Is Being Bullish Socially Acceptable?
There’s rarely a shortage of bearish articles. The recent batch incorporates a tone of pleading, or at least reasoning, with investors to acknowledge our circumstances when choosing investments.
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The Most Important Economic Indicator Crashes Most on Record
Last week, the Bureau of economic analysis released revisions to the GDP report for the first quarter of 2020. It fell from a 2.3% annual real growth rate in the 4th quarter of 2019 to a -5%…
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Brands Expert Discusses Sector Allocation Opportunities and Consumer Sentiment
Consumer sentiment gets reported on a monthly basis. This data is helpful to determine what current and future consumer behavior might look like. The data can also be fickle, however.
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Resolve Riffs on the Great Tail Protection Debate
Join us for our inaugural episode of the “ReSolve’s Riffs” series where the team will go live on Youtube every Friday at 3pm over cocktails to discuss topics that are in the immediate…
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Is the Market Underestimating Long-Term Inflation Risk?
China-U.S. tensions have been rising. Governments worldwide have jumped in to fill the economic gaps left by COVID-19. The Fed’s money printers have certainly been … whirring?
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Energy Investors See Us Moving Again
The energy sector has been leading the market’s rebound from the lows of March. Demand for crude oil plummeted, and the Saudi decision to simultaneously increase supply caused prices to…
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Was March A Bear Market? Or, Just A Big Correction?
As noted last week, the markets remain stuck between the 50- and 200-dma. That remained the case this week once again, keeping any expansion of equity positioning on hold.
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Adding Portfolio Diversification Via a Volatility Overlay!
The Dow Jones Industrial Average and S&P 500 Index are only down 8% on the year, happening at the same time the economy is seeing the worst economic slowdown since WWII.
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The Acceleration of Digital Impacting Brands Across Every Category
If you’re a highly relevant brand with a significant online presence, you’re likely performing very well in the deepest recession of our lifetimes. If you have been slow to adopt an online…
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