by Brent Vandermeer | Aug 6, 2019 | Market Commentary
Bond markets and stock markets usually move opposite to each other, hence their diversification benefits. Today, they appear to be indicating the same thing by moving strongly upward together. One of them must be wrong. Historically, the smart money is the bond market viewpoint. Yet today, central banks are distorting true risk and value by their market operations. The bond market is likely saying that recession is coming. This leads us to continue our shifts to a more defensive portfolio posture.
by Brent Vandermeer | Jul 8, 2019 | Monthly Reviews
A number of positives helped global markets swell during the month, the largest of which was a dovish tone from the Federal Reserve meeting.
by Brent Vandermeer | Dec 21, 2018 | CP Insights
Markets have become more turbulent again, not that we should be surprised. In fact, opportunities are now becoming more apparent and for that, we are excited as it will help us grow your portfolio. However, we also recognize that the larger ups and downs can be very emotionally difficult to endure. Trust can be tested. […]
by Brent Vandermeer | May 16, 2018 | CP Insights
Don’t Look Now…but U.S. stocks are in a decided uptrend as a period of market anxieties appear to have faded—at least for the moment. There are a number of factors that investors say are underpinning the recent resurgence in risk-taking that’s lifted the market. Muted Inflation: Inflation was the culprit for roiling the market back in […]
