Three Main Economic Theories
https://youtu.be/Oxh0xzcO1z8 Since the 1930s, there have been two main economic theories (Keynesian and Austrian). Today, there is a new theory called Modern Monetary Theory (MMT). In this update we give a brief synopsis of each and when (if) they should be applied.
Avoid Investing in the S&P500 Index
The S&P 500 Index is the most concentrated than it has ever been. This concentration is worse than 1999 which led to a multi-year period where active management outperformed the S&P 500 Index. We believe history will be repeated.
Economy – Good, Bad & The Ugly
https://youtu.be/Oxh0xzcO1z8 Not all things are negative in this economy. In this market update, Jim Gore talks about what is good, bad, and ugly. During the 2008-2009 financial crisis, individuals were hit the hardest while businesses had strong balance sheets. We are in the exact opposite position today.
MLPs: Still Very Attractive
We have talked about the attractiveness of Master Limited Partnerships (MLPs – Midstream Pipelines) for several years (see below links to prior updates). They still look good from a fundamental perspective and technically they are not overbought. Investors have pulled money out of MLPs over the past 4 years while the asset class has been […]
Federal Deficit – Cause and Solution
https://youtu.be/j7AvPWvCOTQ On the eve of another possible Government shutdown, we thought this would be a good time to review the causes of deficit and what needs to be done to correct it.
Best Way To Invest In Artificial Intelligence (AI)
https://youtu.be/zkVn54ehH2E Artificial intelligence (AI) is all the rage on Wall Street. Who the leader is going to be 10-20yrs from now is anyone’s guess. Watch our video to learn about a safer way to invest in the growth of AI.
State of the Consumer Part II
https://youtu.be/dfijPJulnTA Last March we put out a Market Update on the State of the Consumer. At that time, the consumer was in relatively good financial shape, and we did not have concerns about a drop in consumer spending. Things have changed since that time. Today the banks are more cautious with their lending and are […]
2024 Update on THOR’s Indicators
https://youtu.be/XgF5NnGfng8 With the start of the New Year, we wanted to give an update on THOR’s investment indicators. Watch our video to learn more about the state of the stock and bond market.
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.