by Peter Mauthe | Aug 6, 2018 | Active Management Market Update
Welcome to our active management update on the market I’d like to briefly discuss the concept of time frames. Over the weekend, I was looking at a few graphs, including the following weekly basis graph of the S&P 500 Index. It showed a nice intermediate-term...
by Peter Mauthe | Jul 30, 2018 | Active Management Market Update
Welcome to our active management update on the market Occasionally, markets exhibit patterns similar to those seen in previous years. Last week, I could not help thinking about how this year’s markets (so far) have acted somewhat like they did in 2013. In that year,...
by Peter Mauthe | Jun 25, 2018 | Active Management Market Update
Welcome to our active management update on the market I took a look at the markets overnight and thought I would share a couple of items. Since the U.S. stock market is what many investors watch to gauge the condition of all markets, I thought I would start by...
by Peter Mauthe | Jun 11, 2018 | Active Management Market Update
Welcome to our active management update on the market We are now in the period generally considered the “summer doldrums,” which can result from investors being focused more on their family vacations than their investment portfolios. Summer markets do not always need...
by Peter Mauthe | May 25, 2018 | Active Management Market Update
Welcome to our active management update on the market In a recent conversation, I was reminded of the equity/commodity cycle, which has repeated itself over the past 50 years. A graph illustrating this cycle is shown below. Keep in mind this is a relative-strength...
by Peter Mauthe | May 17, 2018 | Active Management Market Update
Welcome to our active management update on the market Today I’d like to discuss high-yield-bond strategies and the direction of interest rates. Unlike government bonds and investment-grade corporate bonds, high-yield bonds are influenced greatly by the direction of...
