Tag: S&P 500

Update on Global Stock Forecast

In recent years, Bill has been bullish on foreign stocks over U.S. stocks. But with U.S. stocks beating international stocks on a year-to-date basis, does Bill’s forecast change?

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What’s going on with the market?!?

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?

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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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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My Greatest Concerns for the Decade to Come (Part 1)

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

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What to do with SNAP stock

The hottest IPO in some time happened in February: SNAP Inc, known for the wildly popular Snapchat app.  The stock was red hot coming out of the gates begging the question: “What to do?”  Buy, sell, hold…or short?!  This month, we’re talking SNAP.

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