Nearly everyone, it seems, has a strong opinion of the President-elect. And the markets are no different. This month, we take you through the narrative that’s evolved since November 8th.
Based on the behavior of the stock market, and price of options used to hedge, there is great consternation about the Presidential election next week. Will the election outcome be a “Black Swan” event? Just how should investors prepare for the outcome and the possibility of a market crash?
Between now and the Presidential Election, expect to hear a lot about which candidate, or party, is better for the stock market. Most of what you will hear is nonsense. This month, we show you that when it comes to the market, the President doesn’t matter.
Five years ago, we warned you that investors were headed into an Era of Lower…lower earnings, lower yields, lower investment results. Unfortunately, it proved to be the case. This week, we put the Era of Lower into context, and talk about what investors can do to combat the low-ness that’s still to come.
This month, we make the case for why you need to be invested in the stocks of countries we refer to as the Emerging part of the world. Then, we show you what it should look like in your stock portfolio. As always, these are ideas, not instructions.
Market Timing—the act of pulling money out of, and adding back into, the stock market, to add value, is an impossible endeavor. But that doesn’t stop people from making this classic mistake. If you’re among those that is on the sidelines, wondering what to do, this week Bill offers some advice that will take the
This is an Interim, inter-month message in response to worsening conditions for global risk markets. The urgent message in this video is directed towards those that feel discomfort in watching markets that are volatile, and biased to the down side.
A VIDEO INTRODUCTION