Month: May 2023

S&P 500 Returns Driven by Only a Handful of Stocks, a Concern Eight megacap stocks have generated almost all of […] To access this content please upgrade to another membership

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Summary Treasury yields have been choppy over the past few months as investors grapple with mixed economic data and 1Q […] To access this content please upgrade to another membership

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Here is today’s premium video covering: A brief overview of recent developments on the SP500 Is the recent breakout on […] To access this content please upgrade to another membership

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Performance Our Model Portfolio was up 0.5% April, underperforming the S&P 500 (1.6%), a 60/40 portfolio (1.2%) and a global asset allocation fund (0.8%). [1] For the year through April, our portfolio is up 11% compared to the S&P 500’s 9.2% rise. The top drivers of the Model Portfolio’s performance in February were SLV (Silver), […]

Summary The S&P 500 was unable to break above the 4,200 level again this week after banking crisis fears came […] To access this content please upgrade to another membership

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Here is today’s premium video covering: Overview of why we are currently underweight in stock market exposure The recent job […] To access this content please upgrade to another membership

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Summary Industrial commodities are closely tied to the business cycle given they are used as an input to many goods […] To access this content please upgrade to another membership

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Services Alone Can’t Hold Up the Economy Forever PMIs track the month-over-month change in both manufacturing and services economic activity. […] To access this content please upgrade to another membership

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