Tag: volatility

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 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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Don’t Hate on Bonds Just Yet

As we close 2016, every broker and investment adviser is bracing themselves for the onslaught of gripes about bonds. Listen as to why, and avoid the mistake that many will make by ditching this important asset class.

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The Trump Trade in 10 Charts

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.

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Is the Election a Black Swan?

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?

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Growth vs. Value – The Opportunity Now

This month, we share an investment idea that’s performed well for us of late. As always, this is an idea, not advice, and you need to do your own due diligence to determine the suitability of any investment in your portfolio. We hope the lack in production value is more than made up by the

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The President Doesn’t Matter

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.

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