In this month’s video, I look at the overall trends in global stock markets with emphasis on the complacency and low volatility. Chart review includes analysis of U.S. stocks, international stocks, interest rates, U.S. dollar index, and volatility. Observations of risk and reward are noted throughout, with an emphasis on trend following and sensible portfolio management strategies. Recorded on September 24, 2017.
In this month’s video, I look at the technical trends developing in stocks and bonds. Chart review includes analysis of large-cap, small cap, international, Treasury bonds, and gold prices. Observations of risk and reward are noted throughout with an emphasis on moving averages as a source of support or resistance. Recorded on April 11, 2017.
Forecasting the direction of the markets on a quarter by quarter basis is no easy feat. There are simply too many unknowns to determine exactly what will happen and how investors will react to future events on both a micro and macro level. Nevertheless, a look back at recent price action and examining seasonal trends can be helpful to frame expectations. It may also elevate the need for closer examination of your existing holdings and offer consideration for changes to reduce risk or capitalize on fresh opportunities. Read more
Another year is almost in the books and 2015 was most certainly a wild ride for ETF investors. Nearly every corner of the market experienced its fair share of volatility this year. However, several unique corners of the ETF landscape significantly diverged from the mainstream. This created dynamic trends that were persistent over the last twelve months and will likely shape the early stages of 2016 as well.
This week I took a few days off to spend time in Las Vegas with my wife on a mini vacation to unwind from our hectic schedules. The short time away allowed us to decompress from long work days, raising two kids (plus a chocolate lab), and keeping the house in one piece. Read more