Sunday, July 31, 2022

Stock Market Snapshot (video)

Note: At 6:46, where I refer to "oversold" territory, meant to say "overbought."

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.


  1. Thanks for this great video! Hope you enjoyed your time off. Bulls are strong, but time will tell. I like the setup of our portfolios where we continue to hedge for the downside. I still like the Euro market where it got severely beaten down and if what if the War ends in autumn, things will change rapidly on the upside.

    1. My pleasure Sam, and, yes, ultimately I do like the setup for a number of non-US markets -- longer-term, after the dust settles, that is... With regard to Europe, I agree, sentiment for the currency and for asset markets is abysmal currently, the ultimate turnaround will be impressive... timing uncertain of course.