Peter’s Perspective Episode 10- Follow the Money
Peter Mauthe explains following the money through the world’s capital and asset classes moving up together.
Peter’s Perspective Episode 9- Why we use rules-based strategies over the long term
Peter Mauthe explains Why some rules based strategies may be slow to engage in new uptrends and the long term stair step pattern evident in the S&P 500.
Active Management Update 8/6/19
Welcome to our active management update on the market The decline in many stock market indexes on Monday (8/5) took the popular averages down to levels close to their 200-day moving averages. There are several ways to calculate moving averages—some of which result in...Active Management Update 8/5/19
Welcome to our active management update on the market Capital flow refresher Let’s start today with a refresher of how money generally flows through the world’s liquid investment markets. I stress the word “liquid” because there are many illiquid investment markets,...Peter’s Perspective Episode 8- The Three Ps of Investing: Plan, Patience, and Persistence
Peter Mauthe explains the tools and tips for successfully managing your portfolio.
Peter’s Perspective Episode 7 – Building Truly Diversified Modern Portfolios
Peter Mauthe explains how strategic diversification contributes to the overall structure of a portfolio.
