Stock Markets, Bonds & Commodities… Oh My

Stock Markets, Bonds & Commodities… Oh My

A Weekly Perspective on Markets As the “dog days” of summer drag on, trading continues to be relatively light. Oil prices fell at the beginning of last week amid rumors that Iraq may up its oil exports, prompting stocks to retreat. While stocks rallied...

Method To The Investing Madness – Portfolio Structure Matters!

Investment Timing and Investment Selection receive the lion’s share of media attention… but they don’t necessarily add value for readers and viewers. When financial media does  break away from the timing and selection conversation, they usually reach...

2016 Half-Time Report 3 of 3 – Where We May Be Going

2016 Half-Time Report – Where We May Be Going Jonathan K. DeYoe, a 20 year veteran of capital markets, discusses the global markets and events that effected the global economy up through mid-year 2016 and offers some of his ideas on how those events might unfold...
Markets Rebound… Queue The Next Crisis

Markets Rebound… Queue The Next Crisis

Every time we are told the end of the world is nigh, markets rebound. Every time markets rebound, we collectively queue the next crisis. One of my absolute favorite Nick Murrayisms is the following, I’m paraphrasing here:  “This time is different ALWAYS...
Equity Risk Premium Is Looking Good… If

Equity Risk Premium Is Looking Good… If

As rates recede, the equity risk premium improves. When the yield on 10-year Treasuries finished last week at 1.37 percent, a record closing low, Barron’s called it a Kübler-Ross rally. Elizabeth Kübler-Ross was a Swiss psychiatrist whose research identified the five...
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