As year-end approaches, many investors will consider rebalancing their portfolios, reducing equity exposure, and adding some form of fixed income. Before allocating to the typical passive bond fund made up of Treasuries, mortgages, and corporate bonds, consider a broader range of alternatives that may have better risk/return characteristics. In my latest Forbes post, I discuss …
Continue reading “Alternative Fixed-Income Strategies For Year-End Portfolio Rebalancing”
While the Chinese government has recently enacted stimulus measures to revitalize its flagging economy, many investors and economists remain skeptical of their long-term effectiveness. The measures provide a temporary reprieve to the current malaise and do not address the deep-rooted structural issues plaguing China’s economy. Unless more is done to address domestic consumption, the recent gains in …
Continue reading “China’s Stimulus Measures: A Temporary Bandage On Deeper Economic Issues”
Not long ago, the German economy was the envy of Europe. It had low unemployment, sound fiscal policies and exported luxury cars and value-added industrial goods to a growing global economy. Germany was a poster child for the benefits of globalization. However, recent years have not been so kind. Click here to read the entire …
Continue reading “German Stock Market Thrives Despite Economic Struggles”
Troubles in the luxury watch market continue, evidenced by the latest report from the Federation of the Swiss Watch Industry. Please click here to read the entire article on Forbes.
Walmart stock jumped after the retail giant delivered another strong earnings report. The company’s fiscal year 2025 Q2 numbers beat revenue and profit estimates, while raising its full-year guidance. Investors viewed the Walmart earnings report and better overall retail sales data as confirmation that a slowdown in consumer spending is yet to develop. Click here …
Continue reading “Walmart Earnings And Overall Retail Sales Ease Recession Concerns”
Last week’s global volatility shock is a classic example of what happens when crowded trades are unwound simultaneously. Click here to read the entire article on Forbes.com.
I’m trying something different this week, testing the LinkedIn platform to see if my latest article would get more visibility. But I don’t want the blog post subscribers to be shut out! Instead of rewriting the article for the website, below is a link to post on LinkedIn. Thank you. Please click here to access …
Continue reading “What Will Stop the Rotation Out of Large-Cap Tech?”
Secondary market prices for luxury Swiss watches continue to fall, according to a recent report from Morgan Stanley in collaboration with WatchCharts. Click here to read the entire article on Forbes article.com.
New and existing home sales fell in June amid higher inventories and continued affordability issues. Median new home prices are now below median existing home prices. Click here to read the entire story on Forbes.com
Better-than-expected inflation numbers paved the way for the Fed to cut rates later this year, prompting a massive rotation in the stock market. Continuation of the rotation will depend on three things: neutral economic data over the next two months, stable bond yields and earnings growth from the S&P 500 laggards. Click here to read …
Continue reading “Inflation Relief Spurs Rotation From Tech To Laggards”
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