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Day 7 | Interest Rates on the Rise

For periods in 2016 many an investor pondered whether the Fed would raise interest rates or not. Fixed Income became an alternative to deteriorating equities at the beginning of the year when prices rose and rates fell. With the exception of a short period during March, rates generally fell...



Day 6 | Resurgence of Small Caps

On the 6th day of Christmas, we not only showed why Small Cap is a theme to know for 2017, but also how it has experienced a resurgence of sorts. Small Cap, in general, has made a notable resurgence since early to mid-2016 with Small Cap Value being the...



Day 5 | Commodity’s Improvement

Although we didn’t provide 5 Golden Rings on our fifth day of Christmas, we did discuss something that was “Golden,” so to speak. On the fifth day of our 12 days, we touched on the improvement that we saw in Commodities during 2016. As the Equity markets moved lower...



Day 4 | A “Lost Decade” for International Equities

When implementing any type of “tactical” or “dynamic” strategy, much of the attention is placed on what positions are bought/owned. However, it is often equally (if not more) important to take note of what you don’t own. Said another way, the key to outperformance over time is not only...



Day 3 | The US Dollar Study

Today, I wanted to spend some time on the US Dollar to provide you with an updated view on its technical picture and some historical context for its price movements. Now is a very important time to delve into the behavior of the “greenback,” as the US Dollar’s recent...



Day 2 | Sector Themes: The Rise of the Energy & Industrial Sectors

In addition to the rise of Financials, there are two additional sector themes to know about as we head into 2017 – Energy and Industrials. Much of the improvement in both of these sectors began at the mid-point of 2016 and ultimately culminated with their ascension to some of...



Day 1 | Sector Themes: The Rise of the Financials Sector

We will kick off the series today by focusing on the relative and absolute improvement seen within the Financials sector, making it one of the new themes to be aware of as we head into 2017. Much of the improvement within the sector is relatively new and has come...



Another Scary 401(k) Bond Mutual Fund Article

It seems that scary bond market articles are popping up all over my daily financial reading sites. I wanted to comment on one of the best ones that I have read lately, below. This article is especially frightening. The author provides actual potential percentage loss amounts for bond mutual...



Recent 5% Pullback Stats

From Dorsey Wright & Associates: Recent 5% Pullbacks Stats Since the bottom in 2009 we’ve had 20 pullbacks of at least 5% (including the current one). On average, you get another 2.12% downside after the day you reach 5% down. That number seems to be pretty steady across different...



Market Outlook: Fourth Quarter 2014

Client Newsletter Turning the calendar over to the month of October in the market means 75 percent of the trading days for the year are now in the rear view mirror and there are just a few months left to close out the year. This year has been an...



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