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Top Mortgage Bond Manager of 2019 Discussed Unprecedented Investing Opportunity in Senior, Seasoned Mortgage Bonds
Even though there are many unknowns, we believe there to be extremely low credit risk to many bonds that we can buy in this “once in a life-time opportunity” for the second time in my 15-year career.
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Portfolio Manager Discusses Oil Market Pricing and Volatility
It’s no secret that equity markets have seen their share of market volatility and price declines over the past few weeks, but upheaval in the oil markets have been more severe by comparison.
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Trading Commodity Volatility – A Woman’s Perspective
In this podcast, Kimberly Rios, a Commodity Portfolio Manager at Catalyst Funds recently sat down with Jeff Malec, Managing Director and Partner from RCM Alternatives to give a woman’s…
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Markets Glimpse Light
As our response to Coronavirus shifts from purely medical to political, markets have seen a glimmer of light. So far, decisions have been made, whether right or wrong, based on advice from…
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Leading Brands Serving Vital Consumption Categories Offer Opportunity for Investors
On a very short-term basis, my panic metrics are as stretched as they ever get. At any given time, the market can rally like it has earlier this week (+8% for the S&P 500 as I type). The…
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Explaining to Clients Why Chasing the S&P 500 May Not Work in the 2020’s
This past decade has been a tremendous run for the S&P 500, remarkably like the path of U.S. equities in the 1990’s. When looking at the other major asset classes, however, the 2010’s have not…
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When so many stocks are down, which are undervalued? MacroRisk’s Relative Value Index can help.
During turbulent times that we are currently experiencing, it is ever more important to keep emotions in check while investing. The relative value tool statistic allows investors to take a…
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Oil Spread Trading – There’s More Than Just 150% Volatility to Consider
This has been a historical week for financial markets in many aspects. For the purposes of this blog, I will focus on the oil markets, which have been devastated by rapid price declines and…
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With Spending in Our DNA Expect a Surge in Stock Prices and Revenues
There’s no precedent for what we are seeing today. When industries and small businesses are on lock-down and employees are without work and a paycheck, this is becoming real for individuals.
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Understanding Your Holdings in a Time of Market Uncertainty is Key
It is difficult to watch portfolio values decline. Spurred by fears of the Coronavirus and exacerbated by the precipitous drop in energy prices, stock prices experienced dramatic declines over…
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The Virus Infecting MLPs
Closed end fund investors are passionate about the product. Because they generally own a portfolio of publicly traded securities, their NAV per share is easily calculated. The fixed share…
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Learning from Past Market Correction Modes
Last month, I discussed how there are many similarities to 2007, with volatility and bond prices moving together. Couple some economic data like housing permit growth, PE for stocks, a rally…
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