Tag: market analysis

Is the Unemployment Rate Falsely Understated?

The unemployment rate is particularly low right now. A typical objection to the unemployment rate is that it is understated. This month, Bill dives in to the details of the calculation of the unemployment rate to determine if it is accurate and reliable.

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What’s going on with the market?!? – The Market Message

Early February has erased the gains in the market that we saw in January. This month, Bill attempts to ease your concern by offering perspective on the markets, reminding you of the role of the news, and providing you an explanation for recent volatility.

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Can high markets go higher? – The Market Message

2017 was a great year for growth asset classes. This month, Bill discusses how long this may continue and addresses a common misconception regarding valuations’ impact on short-term market growth.

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Where Have We Been? Where Are We Going? – The Market Message

Asset classes perform differently from year to year. This month, Bill looks back at each asset class’s performance over the past 13 years and provides insight as to what it may mean for the market going forward.

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Energy MLPs – A Better Way to Own Oil

The case can be made that Commodities are a must own asset class.  But sometimes it’s easier than others.  It’s been tough to stay invested in Commodities of late because prices have been falling, not rising.  That’s no more evident anywhere than with Oil.  But there are smart ways to own Oil, and less smart

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Prepare for the Bear Market!

A Bear Market is coming.  We can all agree on that.  What we don’t know is when.  That’s why now is the perfect time to think about it.  This month, Bill talks about the three things you need to think about before the Bear arrives.

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Big Changes Coming…

This month, in the place if the ‘Market Message’, we give you a preview about the content we’ll be creating going forward.

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Trump Trade, Schmump Trade

Halfway through the year, investment markets have performed quite well so far.  But there appears to be a change underway, due in no small part to the markets’ evolving pessimism about the changes President Trump was supposed to implement.  The question is, “What do we do about it?”  Tune in this month to find out.

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The Real State of Bend Real Estate

In 2006, Bill Valentine forewarned of a bubble in Real Estate—in Bend, the US, and the world. With home prices back to the peak levels from 2006, Bill has been getting bombarded with the question, “Are we in another bubble?” He agreed to give a talk to a number of real estate and construction firms

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My Greatest Concerns for the Decade to Come (Part 2)

As a portfolio manager, Bill Valentine has two overwhelming concerns about the investment markets in the decade to come. This month, he discusses the second one.

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