Insights

  • WORST START TO A YEAR SINCE THE 1970’S. CONTINGENCY PLANNING FOR THE REMAINING HALF.

    Our strategies moved largely defensive initially in January. Twice since then we’ve moved briefly into markets and back to a defensive posture, where we’ve remained through the end of the quarter. The effect in most cases of this defensive posture has been that, as stocks and bonds have fallen, we’ve avoided a portion of those declines. The losses were significant

  • Market Update 6/1/22

    Our algos moved us into an invested position for our High Yield Bonds allocations across our models. We began scaling into these positions on Thursday and completed the trades yesterday near the close. All other assets remain in a defensive posture.

  • Inflation’s Corrosive Effect On Financial Asset Returns

    Building portfolios with rising rate and inflation contingencies

  • Balanced Portfolios face Greatest Challenge in Decades

    In our quarterly market commentary, advisors are accustomed to seeing sometimes bleak assessments about future stock market growth.

  • Market Update 4/14/22

    After being long US stocks for several weeks we began to move back defensive on Tuesday and finished moving defensive today at the market close.

  • Bull Bear Correlation Study

  • Prepping for a Bear Market

    CEO Phillip Toews discusses “completely new world for investors that they’re not used to” joined by Caroline Woods on Barron's “Market Brief."

  • Market Update 3/28/22

    In 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

    The critical difference between GameStop and Amazon is that the GameStop rally was the equivalent of a retail investor Ponzi scheme.

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