On February 22nd the Dynamic Core Strategy had a positive signal and moved to being fully invested. The goal of the strategy is to take the volatility out of investing in the broad stock indices, specifically the S&P 500. During 2018, Dynamic Core was down -1.44% gross of fees versus the S&P 500 down -4.38%….
Read BlogThe market is playing a game of tug of war with breaking out or breaking down. The S&P 500 closed the week at 2804. This seems to be a tough level for the market to overcome. Please click the link below to continue reading: Market in a Minute 2019-03-05
Read BlogOn Monday, intra-day, the S&P 500 did surpass 20% over the bottom of the market in December on Monday. This would be the start of a new bull market. It would only be natural to see some short-term profit taking. The major issues that caused the bear in 2018 are disappearing. Please click the link…
Read BlogFrom the peak in September to the bottom in December the market fell just over -20%, which is a bear market by definition. A bull market is a situation in which stock prices rise by 20%, usually after a 20% and before another 20% decline. So, to officially be in another bull market the S&P…
Read BlogWe believe there are a couple of large fundamental catalysts left for the market, a trade deal with China, and the Federal Reserve backing away from shrinking their balance sheet. Like we have mentioned previously, we are thinking it is going to be very hard for China to agree to stop stealing I.P., and therefore,…
Read BlogLast week during their press conference, the Federal Reserve conveyed that further rate increases were on hold, and as important or more, for the stock market, the Fed had a separate statement indicating they would expect to operate with “an ample supply” of bank reserves. Please click the link below to continue reading: Market In…
Read BlogWe have been talking about growth stocks versus value for a while and how the value stocks have underperformed growth for about 11 years now. On average, growth or value, outperforms in 6-year cycles, so this is nearly 2x the standard deviation. Please click the link below to continue reading: Market in a Minute 2018-01-23
Read BlogThe Tactical Total Return (TTR) strategy seeks to outperform the S&P 500 Index in two distinct ways. First, the strategy invests in the S&P 500, the NASDAQ, EAFE, the Russell 2000 and an Alpha Sleeve of our best individual stocks (We are a tactical manager that is also a great stock picker). This diversification allows…
Read BlogWe thought we would focus on the bull case a little. The earnings report from Citigroup for the 4th quarter reported on Monday was a relief from the market that it was not worse. C did a great job managing expenses, revenues were much lower than expected, and the stock rallied about 4%. Please click…
Read BlogWe are off to a strong start so far in this very early part of the new year, up about 4%, with the bond market about flat and the S&P 500 up about 2.7% through January 8th. It seems we may have one of those very strong years for our strategy. Please click the link…
Read Blog
