Rearview to Windshield, October 2021

Rearview to Windshield, October 2021

Developments over the Past Month:   Recap: After successfully testing it’s 50-day moving average nine times so far in 2021, the S&P 500 finally broke below this threshold in September and has tested the 100-day moving average now twice. As of month end, in...
Rearview to Windshield, October 2021

Rearview to Windshield, September 2021

Developments over the Past Month:   Apparently, stocks just go up. Because that’s what they did in August, as it was superlative city again, given that the market has now seen numerous all-time closing highs – fifty-five in 2021 to be exact. The market is...
Rearview to Windshield, October 2021

Rearview to Windshield, August 2021

Developments over the Past Month: Stocks continue to see the path of least resistance being up. For the sixth time this year, the S&P 500 bounced off its 50-day moving average. Still, year-to-date, the market has not seen a decline greater than 5.0%. Year-to-date,...

Why International?

Let’s Party Like it is 1999! No investor ever wants to participate in a “Lost Decade” – domestic U.S. stocks encountered this problem in the 2000s, international caught it in the 2010s. Moving forward, we believe that traditional fixed income could be the lost...

Can’t Tell The Fed Nothin’

Performance During Taper Tantrums:   I would consider the cliché idiom, “nothing is certain except death and taxes” to be wrong. Why? Because I would personally add the following certain items: The Cincinnati Bengals will lose their next playoff game, and The Fed...