Insights

  • Market Update 1/22/23

    Our trend-following algorithms moved us back to a fully invested position in our US Stock Allocations last week.

  • Investor-Advisor Disconnect

    Building portfolios with rising rate and inflation contingencies

  • ‘Disorderly’ market declines loom likely

    Crypto-world fractures could preview the fate of traditional assets if markets enter phase 2 of a decline in the new year.

  • Market Update 1/9/23

    Our trend-following algorithms moved us back to a fully invested position in our High Yield Bond allocations.

  • Market Update 1/3/23

    We began moving our High Yield Bond Positions defensive on Wednesday of last week. On Friday we completed those trades and started the year fully defensive in High Yield Bonds.

  • Market Update 12/27/22

    We began moving our US Stock Positions defensive on Wednesday of last week. On Friday we completed those trades and start this week fully defensive in US Stocks. Developed International Stocks and High Yield Bonds remain fully invested.

  • Market Update 11/18/22

    We began moving into International Stock Positions on Tuesday and US Stocks Positions on Wednesday this week and completed our moves at the Friday close. On Monday, we’ll be fully invested for all equity asset classes!

  • Economic and Capital Markets Update

    The more extreme market declines become, the more extreme following market actions may be.

  • THE 60/40 DIVERSIFICATION STRATEGY BREAKS DOWN

    In this commentary I’ll discuss opportunities that are emerging as markets continue to fall. I’ll also examine the impact of bond losses on conventional 60/40 portfolios. Finally, I’ll look at some of the remaining challenges that face stock and bond markets as we enter the final quarter of the year.

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