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.
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.
Student Loan Repayments – Impact on Consumers
https://youtu.be/FqD9ZfcB8g8 Student loans must start being paid back in October. In this update, we break down the balance profile and age groups to show where the problem truly lies. The good news is that because of the negative headlines, those students under the age of 30 are taking out less in student loans than they […]
Stocks vs. Bonds: Which Are More Attractive?
https://youtu.be/0sqabnhK6zY We often hear the question: Is the stock market expensive? To answer that question, we need to compare stocks to other investments, like bonds. In this video, we compare stocks and bonds to determine which is most attractive today.
This Time – It Is Different
https://youtu.be/foEJZnrRw9c In this market update we show why the recent positive stock performance is different from past bull markets. We are seeing large spreads and volatility in the percentage of stocks above their 200 day moving averages. It shows us that the internals of the stock market are not healthy.