by Jeff Miller, A Dash of Insight
In the midst of the noise, much of it political and therefore unhelpful for investors, here are the three most important things to know. None of these is widely understood, so those who get the message first will have an advantage.
Today’s FOMC surprise provided a reprieve for those who have pushed too hard in reaching for yield and embracing gold out of fear. If this sounds familiar, it is a good time to reassess your long-term posture. If you are overweight precious metals or interest-sensitive stocks, take another look. There is still time to rotate into investments that are better geared to long-run conditions. We implement a comprehensive plan, but happily share ideas. Here are some that we currently like:
Sometimes the news offers you a chance to reconsider what you are doing. This is such a time.
A Note to the Wise
You will find it easier to achieve your goals if you listen to sources that do not profit from pushing you toward a specific product. Contrast this with bond guys, hedge fund managers, or conspiracy mongers profiting from your page views, not their track record!
Oct 24, 2014 Comments OffSooner but Slower by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • If I had to simplistically decipher the Fed’s (often mutating) communication, I suspect that the FOMC is trying to convince markets that it is looking at a multitude of factors and will act accordingly when...
Sep 29, 2014 Comments OffSept. 22 (Bloomberg) — Clifford Asness, managing and founding principal of AQR Capital Management, and John C. Bogle, founder of Vanguard Group Inc., talk about investment strategy, fund management and the outlook for pension funds. Bloomberg’s Tom Keene moderates the discussion...
Oct 24, 2014 Comments OffSIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming and underperforming stocks from our marquee equity reports; the...