The fact we have the lowest interest rates in 5000-years is indicative of the economic challenges we face. Such was a note brought to my attention by my colleague Jeffrey Marcus of TPA Analytics
The global energy crisis is becoming the biggest investment story of 2021. US consumers are uniquely unaffected so far by spiraling prices for natural gas and coal. Crude oil continues to cause some discomfort at the White House, which regularly pleads with OPEC to offset their own policies by increasing supply.
Is "buy and hold" always the best way to invest? It is common to see increasing numbers of articles touting the benefits of "armchair" investing during long bull market advances. The last decade has been a boon for the index ETF industry, financial applications, and media websites promoting "buy and hold" investing and diversification strategies.
Is "buy and hold" always the best way to invest? It is common to see increasing numbers of articles touting the benefits of "armchair" investing during long bull market advances. The last decade has been a boon for the index ETF industry, financial applications, and media websites promoting "buy and hold" investing and diversification strategies.
As the end of the third quarter quickly approaches, many market-moving events have started to challenge the frothy valuations not seen in over two decades. From China's regulatory stampede leading to Evergrande's liquidity squeeze to increased treasury yields, the overall market performance has seen some adverse catalysts.
Last week’s FOMC meeting for once gave the market something to ponder. The $120BN of monthly bond buying looks set to taper before the end of the year, and to be down to zero by next summer. Fed buying of mortgage-backed securities has been especially superfluous, as shown by the red-hot housing market.
Last week’s FOMC meeting for once gave the market something to ponder. The $120BN of monthly bond buying looks set to taper before the end of the year, and to be down to zero by next summer. Fed buying of mortgage-backed securities has been especially superfluous, as shown by the red-hot housing market.
Dow 40000! Yes, it will eventually happen. Such should not be surprising given the massive amounts of global liquidity chasing fewer assets. But while Dow 40,000 will undoubtedly bring out the “Party Hats,” it is also a massive disappointment of the promises made to investors.
For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.
Catalyst Funds
Rational Funds
Strategy Shares