(Originally published to Seeking Alpha) The hyper stimulated “reopen” trade is feeding narratives that are simply wrong. Traders looking to find greater fools are spinning tales from soundbites, tweets and out of context data into today’s echo chamber half truths. Here is a truth to know and understand: there is no organic economic […]
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REITs are favorites among dividend investors. But there is a fallacy that real estate as an asset class outperforms stocks in general. That is not true. Over the past 5 years, inclusive of dividends, these are the returns for the Invesco QQQ ETF (QQQ) representing the Nasdaq 100, the SPDR […]
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Summary Structural slow growth was met by a cyclical slowdown and then whacked by the biggest economic shock in modern history. There are more economic shoes to drop and a second wave of Coronavirus is the most dangerous risk. Helicopter money came early as it was necessary to fend off […]
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With the flow of money out of “old economy” and “grandpa stocks”continuing, using corrections to upgrade our asset allocation is an essential idea. Already, we have raised cash on anticipation of a summer correction.
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Asset allocation is at the heart of successful risk management and investing. If you avoid the worst parts of the economy, research demonstrates that you can materially reduce risk and improve performance. Bluemound Asset Management, LLC offers five core investment strategies. Each asset allocation is designed for different types of […]
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