In Plus episode 473, we review investment conditions as of early April 2024. We consider options for rebalancing away from U.S. stocks after their 30% gain in the past year. David also shares why we sold the JP Morgan Alerian MLP ETN. … [Read more...]
September 2021 Investment Conditions and Strategy Report
This is the September 2021 investment conditions and strategy report. It includes both a written version and an audio commentary that is part of Plus Episode 356. … [Read more...]
August 2021 Investment Conditions and Strategy Report
This is the August 2021 investment conditions and strategy report. It includes both a written version and an audio commentary that is part of Plus Episode 352. … [Read more...]
July 2021 Investment Conditions and Strategy Report
This is the July 2021 investment conditions and strategy report. It includes both a written version and an audio commentary that is part of Plus Episode 348. … [Read more...]
May 2021 Investment Conditions and Strategy Report
This is the May 2021 investment conditions and strategy report. It includes both a written version and an audio commentary that is part of Plus Episode 341. … [Read more...]
September 2020 Investment Conditions and Strategy Report
This is the Septmeber 2020 investment conditions and strategy report. It includes both a written version and audio commentary. … [Read more...]
August 2020 Investment Conditions
This is the August 2020 investment conditions report. It includes both a written version and audio commentary. … [Read more...]
October 2016 Investment Conditions
This is the October 2016 investment conditions report. It includes both a written version and audio commentary. … [Read more...]
September 2016 Mid Month Strategy Update
This is the September 2016 Mid Month Strategy Audio Update. It reviews the characteristics of the current market sell off that suggest it is normal market volatility rather than the beginning of something more severe. We also look at the positive correlation between rising bond yields and stocks prices when interest rates are less than 4%. … [Read more...]
September 2016 Investment Conditions
This is the September 2016 investment conditions report. It includes both a written version and audio commentary. … [Read more...]
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