As we all know, AI is everywhere these days. Even my soon-to-be 82-year-old father spends a considerable amount of time learning and researching topics on the AI platform to which he subscribes. He recently called and informed me that he needs to increase his allocation to trend following because AI told him so. Even though Read More
Posts by Todd Hurlbut - CIO
Regular Market Pullback or Full Bear?
The questions on the minds of most investors is: When will the stock market bounce? and Is this the beginning of a more severe downturn? Several blogs ago, I covered the signs and typical archetype of a stock market top. While we are seeing similar characteristics today, the major challenge for active investors is separating a normal Read More
Buy and Hold or Buy and Hope?
Following the recent ascent of the Japanese stock market, one is reminded of the risk that a buy and hold strategy may not always prove successful. As a teenager growing up in the late 1980s, it seemed all but certain that Japan was taking over the world. Japanese investors notably bought Rockefeller Center as well as the Read More
Fourth Quarter Stock Market Rally?
2023 has been a challenging year for investors thus far due to conflicting data surrounding the health of the US economy. Many expected a new bull market following the simultaneous bear market in stocks and bonds in 2022. However, the data underlying the year-to-date stock market advance tells a different story. Historically leading up to Read More
The Debt Ceiling, Technical Default & How to Plan for it
Over the past two decades, raising the US debt ceiling to borrow the funds necessary to pay for programs Congress has already approved and appropriated has become more politicized. The brinkmanship threatens the debt rating of the US Government and investors have taken notice. Two days ago, Fitch ratings placed US Government debt on negative Read More