Insights

  • 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.

  • Get “S.M.A.R.T.” to Achieve Your Retirement Goals

    As we say a bittersweet goodbye to 2021, we tentatively welcome 2022 with prognostications about what fortunes the new year will bring.

  • Toews Overview

    Toews overview

  • Inflation drives investors to US stocks

    It 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

  • Cheddar News’ Closing Bell

    Though they’ve fallen a bit, stocks closed near session highs on Friday even as hot inflation data perpetuated concerns and prices at the pump hit US consumers in their wallets. CEO and Portfolio Manager Phillip Toews joined Cheddar News’ Closing Bell to discuss the latest in market happenings—from oil to crypto—and how investors could hedge to position their portfolios under today’s conditions.

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