Why Invest In Emerging Markets – Especially Small Company Stocks
https://youtu.be/bQBLNsJNWA0 While many US investors are heavily invested in US stocks, its important to note that the United States only makes up 41% of the world’s stock market capitalization. 25% of the world’s market cap is made up of Emerging Market stocks and US investors are underinvested. Another trend we are seeing is small company […]
Stock Market – Where Does It Go From Here?
https://youtu.be/abWYykUxI3I The stock market (as measured by the S&P500) has had a nice run and is near all time highs. However, the health of the overall stock market does not look great. Watch our market update video to learn more about what this means going forward.
When is Beta/Alpha Appropriate to Use?
https://youtu.be/o_EN6512BfQ Modern Portfolio Theory (Beta/Alpha) is a good measure to use when analyzing an active manager. However, it is backward looking and should not be used for analyzing specific securities. Watch our market update to learn why.
Cost of Interest Rates Rising
https://youtu.be/SmD5mxJ0NpY As interest rates rise, so do costs for consumers and businesses. Companies that increased their debt levels when rates were low are going to suffer when needing to refinance at higher rates. These increased costs will not only impact earnings but also their ability to increase dividend payouts.
Invest Looking Forward, Not in the “Rear-view” Mirror
https://youtu.be/VLN3fVpOTvA Should you drive your car looking through your windshield or your rear-view mirror? Obviously, it is looking forward through your windshield and not backward. The same thing is true with investing. In this market update, we demonstrate why it is dangerous to invest based on past performance.
Finding An Investment Advisor
What Is a Financial Advisory Firm? Finding the appropriate financial professional for your personal situation can be a challenge. Part of that challenge is due to all the terminology and jargon used to describe financial advisors. For example, what is the difference between an investment advisor, financial adviser, financial planner, wealth manager, broker, etc.? In […]
THORdex and Allocation Update
https://youtu.be/k5Qi5RI1UL8 In this video we give an update on THOR’s portfolio positioning. This includes an update on the THORdex, our fixed income risk measures, and our style class weightings.
Historic Inverted Yield Curve and Bonds Explained
https://youtu.be/OtmDbPpG9o8 Most people don’t understand the relationship between interest rates and bond price performance. In this market update we explain that relationship and what is going on with the yield curve. Currently the yield curve has been inverted for a historic length of time. Watch to learn why this is important and what THOR’s fixed […]
Why Gold Miners Should Perform Well
https://youtu.be/vRk53Y4McKQ Over the last 3 years gold has hit the $2000 price resistance level on three separate occasions. There is a good chance Gold will break that resistance over the next few weeks and move higher. Watch our market update to learn more.
Federal Deficit – The Flawed Modern Monetary Theory (MMT)
https://youtu.be/1S-gwR0fE_s Over the past few years, some politicians have espoused Modern Monetary Theory (MMT) to increase government spending. This flawed theory has increased our deficit and inflation at the same time. Watch our recent market update to learn more.