The Vaccine and The NEW “New Normal”
Moderna and Pfizer recently announced they had potential vaccines for COVID-19 that are more than 90% effective. With that, the market surged, and a rotation into “economically sensitive”…
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Buffett Indicator: Why Investors Are Walking into A Trap
Stocks are far from cheap. Based on Buffett’s preferred valuation model and historical data, as depicted in the scatter graph below, return expectations for the next ten years are as likely to…
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Lance Roberts Discusses WSJ Article: “The Rescues Ruining Capitalism”
We talk much about the bailouts and stimulus programs related to the economic shutdown and pandemic. However, the bailouts began back in 2008 when the Federal Reserve intervened with the…
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Policies Over Politics: Whoever Wins, We All Lose
As we near the 2020 Presidential election, rhetoric from both sides is ramping up. Depending on your personal “echo chamber” of social media, you are likely confident why your candidate is the…
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Recessions Are A Good Thing, So Let Them Happen!
It is a given that you should never mention the “R” word. People immediately assume you mean the end of the world: death, disaster, and destruction. Unfortunately, the Federal Reserve (Fed)…
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More Stimulus and the Second Derivative Effect
There is currently much hope for another fiscal stimulus package to be delivered to the economy from Congress. While President Trump recently doused hopes of a quick passage, there a demand…
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Indirect Litigation Trade
There has been a significant ongoing litigation that involves several trusts that were organized by JP Morgan. This litigation is at its end-stage, and, at this point, there are minor court…
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Market Catches Trump’s COVID-19 Infection
Everything was working according to plan this week, until Friday morning. As news hit that President Trump and the First Lady contracted COVID-19, so did the market at the open with Dow down…
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An Orderly Sell-Off
Given the challenges facing the markets over the intermediate term from a “contested election,” a lack of financial support, a pandemic resurgence, and economic disruption, the risk of a…
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A Successful Investing Approach: Tactical Trading Inside a Long-Term Portfolio
The asset management industry is dominated by a buy-hold-hope mentality, which makes sense in most cases because, statistically, the equity markets go higher 80% of the time. We are taught…
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Adding Alternatives: Allocating to Hybrid Strategies
What Golf and Investing Can Tell Us About the Benefits of a Hybrid Approach
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Hybrid Strategy Allocation Calculator
The interactive Catalyst Insights Allocator Tool lets users understand the historical impact of implementing a hybrid strategy into a traditional 60/40 stock/bond portfolio.
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