Year End Stock Market Trends: Time To Celebrate?

 

Just a quick post from me on current market conditions as we enter the Holiday season:

After shrugging off the US Ebola outbreak scare (see last week’s blog entry: Using Google Trends To Take Advantage Of Pullbacks: Ebola Case Study), the US equity markets have been quickly rising again.

 

Today, the markets are […]

Using Google Trends To Take Advantage Of Pullbacks: Ebola Case Study

Investor Tools: Google Trends allows us to research the top fears of investors and view its correlation with the stock markets. This can provide insight for investors looking to take advantage of pullbacks. In the case of the Ebola news cycle we can clearly see that

Global Asset Allocation Strategy: November 2014

Each month, I update my global asset allocation strategy. This strategy is used as a relative strength based, research model that provides insight into how global investors are allocating their portfolios.

Using Inverse ETFs In A Long Short Investment Strategy

Over the last 15 years, inverse ETFs have become a popular investment vehicle used by many to help manage volatility and hedge risk within their portfolios.

Why Do Inverse ETFs Matter?
You might be saying, “I always thought that if my portfolio was diversified enough, I’d be alright through both bear and […]

Top Benefits Of ETFs Vs Mutual Funds

Puzzled by the choices and benefits of ETFs over mutual funds? In my investment advisory practice, I typically use ETFs instead of mutual funds within a client's investment portfolio. While, ETFs are increasing in popularity I have noticed investors don't always know the benefits of ETFs over mutual funds.

Ebola, The Stock Market, And An Update To Those Trend Lines…

Is The Ebola News Cycle The Reason For The Stock Market’s Decline? A look at the current trends in the market, how Ebola is impacting them and where the opportunities for investors are.

Fall 2014 Update: Stock Market Crash Ahead?

 

Stock market volatility has significantly risen in October. Many are wondering if a collapse is right around the corner.
Ebola’s Impact
The media is in full fear mongering mode right now. The slow news cycle has brought the Ebola outbreak front and center.

While the medical community is telling us that an outbreak here […]

Global Asset Allocation Strategy: October Model Update

 

Each month, I publish an update for my hypothetical global asset allocation model. The purpose of this model is to provide a strategy that is both timing based and relative strength based.

Additionally, by tracking this model, we can get a better idea of how global investors are allocating their portfolios […]

Top Economic Risks: 7 Charts You Should Be Watching

Should the Fed be worried about inflation? Or is deflation the real enemy? The Federal Reserve Board, aka the Fed, has been hinting at raising short term interest rates sometime in 2015. However, are we in a position yet to handle the economic risks associated with a rising interest rate environment? Even the Fed has recently lowered its GDP forecast for 2014-2016. I have highlighted some important key economic charts you should be watching throughout the rest of this year

Risk Ahead – How Risky Are Bond Funds?

 

To watch this video on YouTube click here
 

Why Worry Now About Bond Funds?
Since the early 1980’s, interest rates have been on the decline and are now at historic lows.

However, some investors are worried that we may be on the verge of a reversal in trend as the US Federal Reserve (aka […]