Jan 10, 2019 | Business Cycle Investing, Market Commentary
There is little doubt that the US economy is in a state of slowdown. That’s actually a good thing, because it offers some time to pause and refresh, thereby postponing either a recession, overheating or both. These pauses perform the same function as a pit stop in a...
Aug 13, 2018 | Business Cycle Investing, Market Commentary
Holy cow! This economy is on fire; witness the second quarter U.S. GDP growth rate of 4.1%. Is it sustainable or a just a temporary spurt? It’s often said that the Copper price has a PHD in economics, because of its widespread use in many diverse industries. That use...
Jun 25, 2018 | Business Cycle Investing, Market Commentary
July 2018 will mark the 108th month of the economic recovery, making it the second longest expansion in history. Another 12-months or so and it will be the longest ever. Moreover, the consensus of economists foresees little trouble ahead. As of May 2018, Goldman...
Nov 25, 2016 | Business Cycle Investing, Financial Planning, Investment Management, Retirement Planning, Sub-Advising
Academics and investors have debated over the superiority of a passive investment strategy versus an active investment approach for years. First, let’s clear up the confusion surrounding active investing. As fee-only investment advisors we believe “active” is best...
Jan 1, 2016 | Business Cycle Investing
The heart of our investment approach focuses on business cycle associated trends for bonds, stocks and commodities and is based on two observations. First, there is a rhythm to typical business activity that has repeated continuously since the beginning of the...
