Category: Portfolio Wisdom Blogs

You would think that right now, investment advisors would be studying the markets intensely to see how markets are changing so that they may better manage your investment and portfolio risk to help you reach your goals. Not so much. Instead they are learning about behavioral / investment psychology so that they can keep you… Continue reading What Are Traditional Investment Advisors Studying Now? How to Manage Your Emotions (Rather than Your Investments)

Here is a funny take-off on Don McClean’s American Pie!  Enjoy. Here’s a little sample… A long long time ago I can still remember how The Bush expansion made me smile. I knew the unemployment rate Would safely stay near 4.8 And just a few were jobless for a while…. But Autumn- Oh Eight made… Continue reading The Day the Dollar Died

Kyle Bass, who famously made a fortune shorting the subprime market before the housing market collapse, is worried that there’s too much debt in the world. Take a look at his comments using the link below… http://www.cnbc.com/id/49272564  

Thought provoking article by Bill Gross, President of PIMCO investments. http://www.pimco.com/EN/Insights/Pages/Damages.aspx  

The Fed is no longer even pretending not to manipulate the financial markets. QE1 involved buying Mortgage-backed securities to bail out the banks, brokerages, Freddie and Fannie. QE2 involved “twisting” US Treasuries, selling short term and buying long term to keep interest rates down. During his last speech, Bernanke basically said he hopes to manipulate… Continue reading Where Bernanke Wants Us to Invest (and Where We’ll go Instead)

I’m amazed at the actions of the Fed and the market reaction. I’m not complaining … our portfolios have benefited greatly during the month of September. US Treasuries and the US Dollar are absolutely getting killed. Real assets, like commodities, gold and silver have been going to the moon. International stocks and bonds have benefited,… Continue reading Bernanke Shock and Awe

After I wrote my previous market comments earlier today, I ran into this article by Doug Kass, a hedge fund manager who has had much success over the last few decades. For those of you who enjoy more detailed analysis, I have included a link to the article on the Fidelity web site. Enjoy Get… Continue reading An Interesting Article by Mr. Kass

Well, although we still do not have any definitive action from the U.S. Fed and the European Central Bank, the equity markets are holding instead of crashing. Also, equity volatility has actually decreased, which is a very good sign. So, the potential crash against which I’ve been guarding in July is looking much less likely.… Continue reading Bernanke, Draghi and the Markets

Well, if you are closely tracking your portfolio, or the PortfolioWisdom app, or the free model allocations on my blog, you have noticed that the Conservative (Model 1) and Conservative Balance (Model 2) portfolios are raising cash due to increased overall market volatility. Also, after a long time in which bonds had extremely low historic… Continue reading Volatility Beginning to Increase