Inflation drives investors to US stocks
In Market Analysis onRead moreIt seems impossible to escape inflation nowadays, and Thanksgiving this year is set to hit Americans’ wallets harder as they fork over more to pay for their favorite feast of fowl. In this latest S&P Global Market Intelligence article, Toews CEO and Portfolio Manager Phil Toews explains how he thinks stocks have become a powerful hedge against inflation in today’s
Inflation Creates Paradigm Shift for Advisors
In Market Analysis onRead moreWednesday’s inflation print is further confirmation that inflation is here, it’s real, and it’s likely to continue at least into 2022. The ramifications of this are not fully grasped by most. But historical precedent gives solid clues about how this this may play out. Given the vulnerability of both core asset classes, advisors should not ignore clear signals. The FED
ARE MARKETS POISED FOR A CRASH?
In Market Analysis, Market Updates onRead moreInvesting can be like walking through a dense forest with no map, and no ability to see the sun. Trees and landmarks, all that we can see, collectively obscure the path ahead. Only by ascending above the tree line can one get an understanding of the broader landscape. When investing, each factoid (unemployment, GDP, earnings, interest rates) provides what feels
Environment Ripe for Market Rout Time Sensitive Opportunity to Attempt to De-Risk
In Market Analysis onRead moreLosses have accelerated and broken through technical resistance, suggesting that the seasonably unfavorable months of September and October may delver a potentially large correction. These losses are mounting at the same time that the FED is considering removing maximum accommodation. A key behavioral riddle to be understood is that the market doesn’t always correlate with the economy. Last year, when
The history of inflation in the United States
In Market Analysis onRead moreInflation has dominated much of the financial news for the past quarter as it has perked up above 4% for the first time in years. This rise is accompanied by many typical attributes of inflationary periods such as supply shortages and surging commodity prices. It’s been a long time since we’ve had any meaningfully high inflation that investors may have
