Investment Management

Historic Quarters: 2022 is nearing a historically bad first three quarters for investors in stocks and bonds globally in many ways. The main culprit is our Federal Reserve vowing to bust inflation now by implementing the most aggressive monetary tightening the world has seen since 1994. With most stock indexes…

Unprecedented Moves: Do you have losses in your bond holdings? Bond markets have declined in unison with stocks year to date primarily for one reason. The Federal Reserve has moved with historically large and fast interest rate hikes. They’ve done it at one of the fastest paces in 100 years….

  Busting Inflation: 2022 has been a bad nine months for investors in stocks and bonds globally as our Federal Reserve has vowed to bust inflation now. Never mind that our Fed fueled a large part of the inflation currently in the system by downplaying inflation in 2021 and the…

Global Dynamics: Global risk asset markets continue to move wildly and trend lower as investors wrestle with the speed at which global Central Banks are raising interest rates and more importantly with the speed at which our Federal Reserve is shocking markets with its multiple 75 basis point rate increases…

Sharp Movements: Stock markets moved sharply higher into mid-August, hoping for a shift towards an easier Fed in the fourth quarter and in 2023. Real interest rates were falling into Chairmen Powell’s speech in late August. Jerome Powell’s 8-minute speech at Jackson Hole on Friday, August 26th, threw cold water…

Fighting Inflation: Stock markets moved sharply higher into mid-August on hope for a shift toward an easier Fed in the 4th quarter and in 2023. Real interest rates were falling into Chairmen Powell’s speech in late August, having peaked on June 15th. The markets had interpreted Powell’s July comments to…

  A Volatile Year… 2022 has been a mess across virtually every asset class globally. Except for a few industries like domestic utilities, and a few energy related commodities like natural gas or lithium, asset class returns have been negative year to date and highly volatile at the same time….

In the second half of July, stock markets moved sharply higher into mid-August on the hope for a shift towards an easier Fed in 2023. Real interest rates were falling then, having peaked on June 15. The markets had interpreted Powell’s July comments to signal the possibility of a downshift…

Ok, I’m getting old. How do I know that? 1. I catch myself watching the weather channel way too much and 2. during certain times in the market, I think back and remember iconic TV commercials from earlier times in my career. One of my all-time favorite commercials was this…

  This week, we don’t have a Stock Talk Podcast, but instead, ask you to watch our August 19, recorded live Market Outlook Broadcast, as it offers in depth information relevant to your portfolio. – Chris Perras ALL CHARTS ARE SOURCED FROM BLOOMBERG: 18:24, 26:49, 41:45   Summary

The first half of 2022 is behind us. It was abysmal in the markets. We suffered the first true correction since the Covid crash in the first quarter of 2020. However, we also extended that downward to the first -20% bear market drawdown in years. But the question is now?…

First things first. We have had a big, big rally in stocks over the last six weeks. We thought this was likely back in late June and early July. We published our thoughts with our July 1st video, “Opportunity Knocks early.” However, from here, the indicators we watch say we…