by Peter Mauthe | Sep 18, 2020 | Active Management Market Update
Welcome to our active management update on the market Some of you may be surprised at how the Dow is performing compared to the other major stock market indexes—not only this year, but also over the past one year and three years (see the following table and graphs;...
by Peter Mauthe | Aug 24, 2020 | Active Management Market Update
Welcome to our active management update on the market When discussing our rules-based investment strategies, we often say, “All strategies work until they don’t.” I think it is important to explain what we mean by that. It’s not that all rules-based strategies are...
by Peter Mauthe | Jul 13, 2020 | Active Management Market Update
Welcome to our active management update on the market The recent rally in stocks has been grabbing headlines in the financial news, but that doesn’t mean that it’s all smooth sailing for investors. The following graph shows one of the more widely followed volatility...
by Peter Mauthe | Jul 1, 2020 | Active Management Market Update
Welcome to our active management update on the market We just wrapped up the second quarter of 2020, so I thought it might be a good time to take a look at what’s been going on in the market and what is reasonable to expect going forward. The second quarter ended on a...
by Peter Mauthe | Mar 19, 2020 | Active Management Market Update
Welcome to our active management update on the market Today I want to share some important market facts that I believe we should be considering at this time. First, all markets are in an irrational state as they deal with liquidity and economic, political, and...
by Peter Mauthe | Mar 12, 2020 | Active Management Market Update
Occasionally, markets get into a state of fear or euphoria that causes the future to be discounted to an extent that stretches the links between asset classes. When markets are in such an irrational state, it is difficult to anticipate a logical support or resistance...
