Saturday , October 31 2020
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Tag Archives: Investing

#WhatYouMissed On RIA This Week: 10-30-20

What You Missed On RIA This Week Ending 10-30-20 It’s been a long week. You probably didn’t have time to read all the headlines that scrolled past you on RIA. Don’t worry, we’ve got you covered. If you haven’t already, opt-in to get our newsletter and technical updates. Here is this week’s rundown of what you missed. We Need You To Manage Our Growth. Are you a strong advisor who wants to grow your practice? We need partners we can work with to manage our lead flow. If you are...

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Policies Over Politics: Investing For The Election

As we near the 2020 Presidential election, rhetoric from both sides is ramping up. Depending on your personal “echo chamber” of social media, you are likely confident why your candidate is the best choice, and the opposition is the worst. However, when it comes to economic prosperity and the financial markets, who is the best choice? To answer that question, we will focus on the “policies,” not the “politics.” In our most recent “Candid Coffee” event, I sat down with Danny Ratliff, CFP, and...

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What The Hunt Brothers Can Teach Us About Gamma Squeezes

What The Hunt Brothers Can Teach Us About Gamma Squeezes “Almost anything is better than paper money. Any fool can run a printing press.” – Nelson Bunker Hunt A year ago, the phrase “gamma squeeze” would have caught many of Wall Street’s most astute investors off guard. Today, both traditional and social media regularly parrot the phrase. It won’t be long before the shoeshine kid tells the Bank President about his gamma squeeze exploits. A Gamma squeeze is just the latest innovation in...

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Technically Speaking: It’s Coming. A Huge Bond Buying Opportunity.

Here we go again. After plunging to new lows, the calls for the end of the “bond bull” market mount each time rates rise. Is this time the end of the “bond bull?” Or, is there another huge bond-buying opportunity to come?  We recently reduced our exposure to bonds, the first time in years, due to the more extreme overbought condition of Treasury bonds following the pandemic’s onset. The long-term chart of yields below shows this to be the case. There are two critical points to take away from...

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Weighing the Week Ahead: What Should Happen? What Will Happen?

We have a big economic calendar, with featuring reports on sentiment, personal income and spending, and an especially interesting first estimate of Q3 GDP. The election campaign continues at high intensity and the COVID news grabs daily headlines. It is a huge week for corporate earnings, an important independent read on the economy. None of these stories will dominate, allowing investors to choose their own focus. In my continuing effort to call attention to the truly important stories, I...

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Stimulus. No Stimulus. Market Bounces With Headlines. 10-23-20

In this issue of “Stimulus. No Stimulus. Market Bounces With Headlines.” Market Bounces With Headlines Back To Excess Optimism Bull Now, Bear Later Portfolio Positioning Update MacroView: Recessions Are A Good Thing, Let Them Happen Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha We Need You To Manage Our Growth. Are you a strong advisor who wants to grow your practice? We need partners we can work with to manage our lead...

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#WhatYouMissed On RIA This Week: 10-23-20

What You Missed On RIA This Week Ending 10-23-20 It’s been a long week. You probably didn’t have time to read all the headlines that scrolled past you on RIA. Don’t worry, we’ve got you covered. If you haven’t already, opt-in to get our newsletter and technical updates. Here is this week’s rundown of what you missed. The Pre-Election Event “Policies, Not Politics.”  Join Richard Rosso, CFP, and Danny Ratliff, CFP for an in-depth look at both party’s platforms and how...

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Seth Levine: Back To The Future With Private Investments

Back to the future with private investments. I often feel like the financial markets are crumbling around me. It’s not their price levels that trouble me, but their health. The capital markets are a tremendous boon to humanity. However, intrusive central bank and government policies seem to strangle the golden geese of capitalism and free markets increasingly. Some argue that the neurotic obsessions with market stability are killing active investment management and disarming the very...

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Trump vs. Biden on the Economy, Fed, and Markets

Trump vs. Biden on the Economy, Fed, and Markets On November 3, 2020, the White House, one-third of the Senate, and the entire House of Representatives are on the ballot. In case it is not obvious, this election will be significant. In the current politically charged environment, either Presidential candidate will be powerless to enact significant change if the opposing party holds a majority in the Senate and House. Conversely, a sweep whereby the President and both houses are from the same...

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