Category Archives: Portfolio Management

Weekly Update, March 11, 2018

Random Weekly Reads S&P earnings forecast from Brian Gilmartin … only major weakness is real estate.  the biggest surprise is that he is already looking to Q1 … went by too fast A view of yield curve flattening – first major milestone reached.  i also watch the 30-2yr spread and it is not growing I… Read More »

Weekly Update, March 4, 2018

Random Weekly Reads A fairly simple technical view of stocks from Lance Roberts Have to agree on the selling pressure weighing on advances There’s that old ‘hate uncertainty’ and we have a huge dollop of that right now S&P earnings keep growing and estimates are not sliding post ER (Brian Gilmartin) i think that one of… Read More »

Weekly Update, February 25, 2018

Weekend Reads …. seems contrary to common sense.  Read the comments underneath the article … just another data point / view on broad economic growth in US … buy the dip strategy and its potential unintended consequences – ever increasing dips Brad Thomas on LTC I continue my ‘hold’ on LTC not because… Read More »

Weekly Update, February 18, 2018

Random Weekly Reads – Economy Focused A new author for me posted this and it has echos of “Jubillee” as something in the future – where in the future, who knows As with all these Jubilee related posts, i am not suggesting nor planning for this event (yet), but i find these articles incredibly important… Read More »

Portfolio Allocation and Rate of Return

I recently restructured my investment portfolio management schema (no actual sells / buys to redistribute) to better focus and track my different investment categories and the expected rates of return – as result of risk management. The four categories selected are working well (Cash, Capital Preservation, Income Growth, & Capital Growth); but, a simple method… Read More »

Weekly Update, February 11, 2018

Weekly Reads Hoya Capital on REIT performance and valuation based on this week’s action Eric Parnell with a cautionary view of inflation – i share his skepticism on how the mainstream and financial press are describing events.  Too much click bait, too much over simplification and agendas are never exactly what they appear, e.g., wall… Read More »

Weekly Update, February 4, 2018

Sure feels like my view of interest rates, inflation and income investments was hazy at best after this last couple of weeks.  But my fundamental view remains that the US economy at least does not have the demographic, political or economic ability to accelerate sustainable growth to the levels people fear, >2%. BlackRock on Sustainable… Read More »

Weekly Update, January 28, 2018

Weekly Reads Lance Roberts with a solid risk warning Here is a good quote for reference / relative perspective because sentiment (emotions) is probably the wildcard variable in most of our strategies:  “On a weekly basis, a correction back to the 52-week moving average would require a bit more than a -14% decline while a… Read More »

Weekly Update, Jan 21, 2017

There seems to be a lull in the news, analysis and commentary on economy, market, etc … earnings will be in full bore next week and most eyes are focused on US Govt shutdown.  What could go wrong? Jeff Miller WTWA The S&P weekly view This an interesting reference – a summary of professional investor… Read More »

Must Read

MarketWatch published an interesting article but placed it in the “Opinion” section which struck me VERY odd The article seems like only a data discussion on the delta between financial earnings and GAAP earnings … the mystery of legal financial engineering and its impact on perceived value of companies.  I found this VERY disturbing and… Read More »