The presidential election is overwhelming the attention of investors. What a mess…as we have said repeatedly, a bear market is coming regardless of who wins. The market should strongly favor the economic policies of Trump, but we believe the market likes the prospects of inflation and growth staying subdued longer. Please click the link below…
Read BlogThe seemingly ultra-safe dividend sectors and bonds have declined quite a bit recently. Fear is beginning to mount about the economy picking up some modest strength, inflation being a little higher, the Federal Reserve making a case for raising rates in December, and finally the European Central Bank sending out a trial balloon to stop…
Read BlogWe mentioned about a month ago that we really liked the accuracy of GDPNow, which is the GDP forecast of the Atlanta Fed. Historically they have been very accurate. We have mentioned numerous times that we were not seeing the economic data that supported a view the economy had much momentum, and did not believe…
Read BlogThe Federal Reserve met last week and signaled that they intend to raise rates in December. Three of the Fed governors voted to raise rates at this meeting. The concern that is starting to emerge in the market, perhaps without a lot of focus yet, is if the economy only strengthens a little, is the…
Read BlogIt is Central Bank week and Janet Yellen the Federal Reserve Chair will have an announcement and news conference regarding monetary policy on Wednesday. The Fed had been signaling that they wanted to once again raise interest rates, but it looks like once again the economy is too weak to do so. Please click the…
Read BlogThe markets were not thinking about a rate increase and on Friday the Boston Fed Chief came out in support of raising interest rates. As you know the market fell roughly -2.5% on Friday. The consensus is interest rates will stay low for a long time as economic growth will remain slow and inflation will…
Read BlogThe PVG Loss Averse Equity Income Strategy is up 10.0% for the year, as of the end of August. The current yield of the portfolio is 3.62%. This has been a very strong eight-month period. We have been positioned in the right stocks. Please click the link below to continue reading: PVG – Equity Income…
Read Blog“Wall Street” is coming back to work from summer vacation and likely will have to make some adjustments regarding some of their assumptions. This is not usual in that September is historically the worse month for the markets and October has had some notable declines as well. Please click the link below to continue reading:…
Read BlogThe PVG High Income strategy is up 15.6% as of the end of August. The current yield of the portfolio is 4.80%. This has been a very strong eight-month period. We have been positioned in the right stocks. The year to date average performance of the sectors we focus on is up roughly 9.4%, much…
Read BlogThe PVG Income Focused strategy is up 26.7% as of the end of August. The current yield of the portfolio is 9.23%. This has been a very strong eight-month period. We have been positioned in the right sectors and in the right stocks. Please click the link below to continue reading: PVG – Income Focused…
Read Blog
