Market Update 3/28/22
In Market Analysis onRead moreIn early to mid-January we exited US Stocks and High Yield Bonds, and later sold our International stock exposure. Those trades occurred during the early part of a downturn that saw the S&P move into correction territory, while the NASDAQ Composite index briefly moved into a bear market.
THE FROG ISN’T JUMPING OUT OF THE BOILING WATER
In Market Analysis, Market Updates onRead moreThe critical difference between GameStop and Amazon is that the GameStop rally was the equivalent of a retail investor Ponzi scheme.
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
