Market’s Reaction To Rate Hikes Is Not Like 1999!
https://youtu.be/KTcqyIhx90s Today’s market reaction to rate hikes is starkly different than what happened in 1999. The stock market volume is saying the correction is not over yet.
Federal Reserve’s Impact on the Bond Market
https://youtu.be/8ibLEWWiJt8 The Federal Reserve has blown out their balance sheet to almost $9 trillion and currently own 25% of all agency mortgage securities. Watch our video to understand why this is not a time to own the “general” bond market.
Part 2: ARKK Fund Follow-Up
https://youtu.be/noBHvil-6Ow This is a follow-up to our market update on 12/16/21 (Equity Market’s Health – The ARK(K) is Taking on Water). Odds are that the downturn in ARKK is only the beginning. Watch this update to find out why.
2022 Equity Market Outlook
https://youtu.be/iR4Uc4Qru9o With the calendar changing to 2022, here are our thoughts on the market outlook for this year, including an update of the current THORdex.
Equity Market’s Health – The ARK(K) is Taking on Water
https://youtu.be/sXqOnDpiazA Even though the stock market appears to be reaching new highs, the average stock is not. Most companies are selling below their 200-day moving average. High flying stocks like those held in the ARK Innovation ETF (ARKK) are faring much worse. Watch this market update to see where things may go from here.
Multi-Year Bull Market – Commodities
https://youtu.be/Unu9pA6GiL0 Commodities are coming off a 12-year bear market. We believe they are now in a bull market and have further to run (similar to 2000-2008). Rising energy prices will be the main reason for the bull market and not offering incentives for energy producers (and in fact doing the opposite) today only makes the […]
Federal Reserve – Way Behind the 8-Ball
https://youtu.be/vmntgvmunq8 Real interest rates are negative like they were back in the 1970s. While inflation is at historically elevated levels, the Federal Reserve is doing nothing to combat it. Watch our market update to learn about the negative affects on owning bonds in this environment.
Cisco vs. Tesla: Why Stock Price Matters
https://youtu.be/8cpdNYYFIVQ Are investors making the same mistake today as they did with Cisco back in 2000? Investors overpaid for a “Great Company” and Cisco’s stock is down 30% from 2000. Watch our video to find out why the price you are paying for any investment is important.
Low CAPEX Spending = Higher Energy Prices
https://youtu.be/z7h11nLSvNg In this market update we show the cause and effect of capital expenditures (CAPEX) for energy companies and the price of oil. Since it takes time for CAPEX to bear fruit in the energy space, expect prices to remain high due to this recent lack of investment. Today we are seeing this in Europe. […]
Portfolio Protection – Where to Invest Now!
https://youtu.be/Nb1QviIvYLc The way to protect your portfolio from a down market is by investing in alternative (non-correlated) investments. THOR uses our THORdex to determine when it is best to own alternatives. With the THORdex at 74, now is a good time to have alternatives in your portfolio.