Friday, September 29, 2023

Soft Is Short Term Good, The Boats Are Docked, And What If It's All About Oil? (video)

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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.


Thursday, September 28, 2023

Key Highlights

Here are a few key highlights from our recent messaging herein:

This Tuesday:

"...another way to view the present setup would be to recognize that -- while stocks look [to perhaps put it mildly] expensive -- bonds are beginning to look pretty (historically-speaking) cheap. Hence, my comment that, while it may still be a bit early, we'll definitely be eyeballing duration going forward."

Wednesday, September 27, 2023

Be Very Very Patient Right Here (video)

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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

Tuesday, September 26, 2023

Morning Note: Eyeballing Duration

In last week's video update I suggested that we're keeping a very close eye on "duration," implying that assets that respond most-positively to falling rates have our attention, although we’re not yet adding to any, right here... 

Saturday, September 23, 2023

Economic Update: Housing Starts Down, Permits Up, Builders Fretting, and Some Other Stuff (video)

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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

Friday, September 22, 2023

What's Driving Markets Now, What Will Going Forward, What Volume Says, Yield Action, yada yada (video)

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:


Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.