Friday , July 3 2020
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Tag Archives: Investing

5 Questions for Investors

Source: Irrelevant Investor The second quarter and with it, the first half are now behind us. At the midpoint of the year, a lot of people have been scratching their heads, confused about their results in how they have been dealing with the markets. If you are unhappy with your portfolio in 2020, perhaps you might wish to ask yourself 5 questions as we begin the second half of the year: 1. What is my plan?  Not just an inkling or what you might feel or an instinct, but a written plan that...

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The Decade Long Path Ahead To Recovery- Part 1 Debt

The Decade Long Path Ahead To Recovery – Part 1 Debt This article is the first of a four-part series on the vectors driving future economic growth. Forthcoming articles will tackle Depression, Demographics, and De-globalization. The discussions about economic recovery and the path ahead are ongoing. The shape it will take will defy the simplistic “V”, “W”, and “L” expressions being used by forecasters. One thing, however, is certain. Every bazooka, tank, and A-bomb of stimulus is being used...

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RIAPro: 15-Investing Rules To Win The Long-Game

I wanted to share with you a post I wrote for our RIAPro subscribers (try risk-free for 30-days) on the 15-investing rules to win the long-game. The rather “Pavlovian” response to Central Bank interventions has led investors into a false sense of security with respect to the risk being undertaken. However, to understand why the “rules” are important, one must first understand the definition of “risk” as it relates to investing. Howard Marks previously penned a great piece on this concept....

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Market Corrects As COVID Cases Surge 06-26-20

In this issue of “Market Corrects As COVID Cases Surge.” Market Holds Bullish Support From Bubble, To Bust, To Bubble The Problem With 2-Year Forecasts A Bearish Pattern Remains Portfolio Positioning MacroView: Rationalizing High Valuations Won’t Improve Outcomes Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Upcoming Event  – CANDID COFFEE Sign up now for this virtual “Financial Q&A” GoTo Meeting July 25th from 8-9...

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#WhatYouMissed On RIA This Week: 06-26-20

What You Missed On RIA This Week. It’s been a long week, and you probably didn’t have time to dive into all the headlines that scrolled past you on RIA. It’s OK, we’ve got you covered. If you haven’t already, be sure to opt-in and you will get our newsletter and technical updates. Here is this week’s rundown of what you missed. A collection of our best thoughts on investing, retirement, markets, and your money. Webinar: Candid Coffee After our recent “Great Reset” webinar...

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Seth Levine: Emergencies May Cause Strange Market Behavior

Emergencies may cause strange market behavior. 2020 is certainly not shaping up to be the year I had hoped for. Like many, I was optimistic at the start. I underwent some major surgery late last year and 2020 was going to be “my year.” Boy did those plans derail quickly. In the blink of an eye, the coronavirus (COVID) escalated from a mystery-meat sideshow to a full-blown economic crisis. Suddenly, we investors faced the realities of investing during an emergency. However, you’d hardly know...

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Robertson: Is It Time To Retire The 60/40 Portfolio?

Is it time to retire the 60/40 portfolio? If ever there was a mantra in the investment world, it is that you have to diversify. Everyone knows that combining uncorrelated assets into a portfolio reduces the risk of destructive drawdowns. For several decades now, the iconic way to realize diversification in investment portfolios has been through a balance of 60% stocks and 40% bonds (60/40). This approach has worked brilliantly and has allowed countless investors to sit back and watch their...

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As Yields Approach The Zero Bound – There Is Nowhere To Hide

Years of monetary policy which has consistently driven yields lower, along with economic growth, have now left investors nowhere to hide from risk. The graph above shows how many basis points benchmark U.S. Treasury securities are from their record lows. The table below the chart provides possible return scenarios if those bonds fall back to those records. As you can see, the potential upside in most Treasury bonds is marginal at best. Do portfolio managers understand the repercussions of...

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Technically Speaking: Unicorns, Rainbows, & Fully Invested Bears

In this week’s “Technically Speaking,” I want to review the bull case, which is seeming built on “Unicorns” and “Rainbows,” as opposed to the more bearish fundamental backdrop. We are uncomfortably “long equities” in this momentum-driven market, essentially making us “fully invested bears.” Let’s review the “Bull” and “Bear” case from last week: The Bull’s Case The bullish case for the market is pretty thin. Hopes are high for a full reopening of the economy. (Rainbow) A vaccine. (Rainbow) A...

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