The S&P 500 Cap-Weighted Index ((IVV)) has been on a slow, stubborn march forward after breaking through the 1900 level. The S&P 500 is up 7.22% for the year and made a new all-time high just last week. Is the 2000 level the next stop? The S&P 500 Equal-Weighted index ((RSP)) is set up so that every stock in the [...]
In our World Allocation Strategy we are going back to the philosophy of taking both more and less risk at the same time (Barbell risk strategy). Returns should continue to flow from liquidity and momentum factors. There is still a risk of inflation, the seeds have been sown. If inflation comes to fruition, the real return on asset classes like [...]
The GSCI Commodity Index ((GSG)) consists primarily of Energy, but also includes Agriculture, Industrial Metals, Livestock, and Precious Metals as part of its holdings. The index broke out to the upside during the last week, on the backs of the energy markets and a stronger US Dollar. A critical test was surpassed when it broke through the 33.70 level. It [...]
Following the Draghi and the ECB's decision to cut rates, the S&P 500 Index (IVV) has broken out of its range to make new all-time highs. The index has staggered at the 1900 level over the past three months before breaking out his past week. While it finds itself under overbought conditions in the short-term, look for it to come [...]
Our Chief Investment Strategist: Credit Risk
Under uncertain yet seemingly improving economic conditions, the S&P 500 Index((IVV)) has staggered for much of the year, gaining just over 3% during this low-volume, stagnant 5-month period. It remains above support at the 50-day moving average, and is poised to make new all-time highs this week. The markets feel very tired though. We might be in the midst of [...]
Our Chief Investment Strategist: Monetary Policy Uses Housing
The S&P 500 Cap-Weighted Index ((IVV)) has been showing signs of wearing down for some time now, stubbornly bouncing between the 1850-1900 levels while also coming perilously close to breaking the 50-day moving average. The market technicals may finally be catching up to what the economy and the market fundamentals have been telling us. The S&P 500 is up only [...]
Our Chief Investment Strategist: Monetary Policy Uses Housing
The GSCI Commodity Index ((GSG)) consists primarily of Energy, but also includes Agriculture, Industrial Metals, Livestock, and Precious Metals as part of its holdings. The index broke out to the upside in the beginning of February and formed a short-term upward trend line. A critical test comes forth this week, as the index now finds itself directly at support at [...]
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