Cash Yields More Than Stocks
Today short term bonds yield more than the stock market, Jim explains in the most recent video update…
Inflation Being Caused by Trucking, Shipping, and Energy Prices
We believe inflation pressures will be here for at least the next two years because of higher costs for shipping goods around the globe. Both the trucking and cargo shipping industries have initiated new regulations that are, by themselves, increasing costs. In trucking, it is the regulations regarding electronic logging devices (ELDs) and in […]
Will Italy Be Saved by the ECB?
The Italian election at the end of May has shaken up Europe and the Italian bond market. The change in Italy will make things more volatile over the next several months. We believe that the ECB will keep Italy afloat with purchases of Italian Government bonds. When Mario Draghi steps down late next year. It […]
Ballooning Corporate Debt
Corporations have increased debt loads over the past few years because of the Federal Reserve’s ultra easy monetary policy. Now with rates going up, stress is starting to show up in the corporate bond market. With over $4.4 trillion in corporate bonds coming due by the end of 2022, higher interest rates means higher costs. […]
Why We LIKE Emerging Markets
Jim Gore, CIO of THOR Investment Management, discusses why THOR sees value in emerging markets.
Gold Miners: Inflation Protection at a Discount
Jim Gore, CIO of THOR Investment Management, discusses inflation and the gold market in this market update.
Recency Bias: Are You at Risk?
Jim Gore, CIO of THOR Investment Management, discusses some of the behavioral biases we are seeing by investors in the stock market today.
Trump’s Tariffs
The Return of Inflation
EMERGING MARKETS – DISCOUNT TO US STOCKS
In 2009, we had no money invested in emerging markets. Today, we are overweight international stocks – especially emerging markets. In 2017, emerging markets generated returns in excess of 30%. Despite this performance, emerging markets have significantly underperformed since their glory years that ended in 2009. Much of the financial news in 2009 was […]