The past couple of weeks have not been too different in terms of news and the markets. If there is hope for stimulus, the market goes up and if approval of additional stimulus seems threatened, equity markets go down. The S&P 500 index ended last week in positive territory, yet this week the index is Read More
View from Crystal Bay: The Commodity Corner, How One Play Changed History
Investors aren’t limited to only investing in the S&P 500 and the Dow Jones Industrial Average. Every week we share the market trends we are following. We are interested in whether the trends in those markets are continuing or if they are experiencing a temporary or complete reversal. When we identify trends, we are only Read More
The End of 60/40? How Bonds Have Lost Their Place
Does the traditional 60/40 stock and bond allocation have a future? Over the last 40 years, bonds have been in a long-term bull market, as bond prices have risen while yields have fallen. Persistently lower interest rates over four decades have not only boosted bonds but have also acted as a tailwind to asset classes. Read More
View from Crystal Bay: Risk-Free Return or Return-Free Risk?
Investors aren’t limited to only investing in the S&P 500 and the Dow Jones Industrial Average. Every week we share the market trends we are following. We are interested in whether the trends in those markets are continuing or if they are experiencing a temporary or complete reversal. When we identify trends, we are only Read More
From the Trading Desk: How Much is a Tweet Worth?
Recapping my previous post, uncertainty is building as we move closer to the US Presidential election. Many investors are concerned and likely have begun looking for hedges to protect their investment portfolios. With bonds yields at historically low levels, the traditional 60-40 portfolio might not be the best asset allocation going forward. This week I Read More