category archives: Emotions

Search for Safety, Safe assets: nowhere to hide?

  • Written by David
  • February 25, 2011 at 10:40 am
  • 1

While browsing the Financial Times (FT) today, I came across this article, Safe assets: nowhere to hide (Click above title to access article) I instantly thought, this headline is not true, there are investment strategies to protect investors during sharp market declines.  David Gratke Wealth Advisors has been using such strategies for nearly ten years [...]

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Individual Investors, ‘Behavior-ing’ Badly; Continuing to Buy High, Sell Low

  • Written by David
  • June 24, 2010 at 5:01 pm
  • 0

Well, how do I say this?  Individuals, as a group of investors, are the worst class of investor that exist.  Sorry.  I would certainly like to ‘sugar coat’ this topic with sprinkles but the multi-decade long studies of Investor Behavior created by DALBAR has the data in my favor allowing me to make such a [...]

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Welcome to David Gratke Wealth Advisors, LLC. Online

  • Written by David
  • May 20, 2010 at 9:17 am
  • 0

Here’s an update of my online initiatives for your use in planning the ‘perfect day’. Website: www.davidgratke.com The website offers access to general information on  David Gratke Wealth Advisors LLC, to include David’s professional background, his philosophy for investing, and the added value he brings to the wealth management process. You may also access his [...]

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Nearly one in five Americans is either unemployed or underemployed

  • Written by David
  • December 7, 2009 at 9:12 am
  • 1

It was good news to see the ‘official’ unemployment report recede from 10.2% unemployment down to 10.00% for the month of November. However, I think the reader should follow the U.S. Federal Government’s measurement of under-utilization of employment known as the U-6 report. The unemployment report that is discussed in the media is correct, but [...]

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Putting the 60% Rally Into Perspective

  • Written by David
  • October 23, 2009 at 10:13 am
  • 0

The data below seems to be quite self explanatory… Stock markets are up 60% plus. How does this rally stack up with previous ones? Here are some key criteria of what previous 60% rallies have looked like when analyzed across 10 different key economic dimensions : Year over Year Retail Sales: 9.3% average in prior [...]

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Dow 9800, What is one to do now?

  • Written by David
  • September 28, 2009 at 2:43 pm
  • 0

This posting is a more detailed look at my August 20, 2009 posting Commentary | Where do the markets go from here? I’ve recently begun crafting a short list of topics that have me concerned when viewed against the backdrop of current stock market valuations.  This list will be a work in progress. I could [...]

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Investment Opportunities in a Down Market

  • Written by David
  • June 10, 2009 at 9:43 am
  • 2

What to do? What to own? Where to invest? How well are you managing risk these days? Over the years, I have analyzed many a client’s 401k statements. A typical 401k plan allows for many investment options in the name of diversification. Oddly, almost all of these options will lead to a similar result when [...]

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Managing Your Investments in these Economic Times; Five Key Points, a Detailed Look

  • Written by David
  • January 8, 2009 at 10:40 am
  • 0

In these economic times, investors are challenged to believe that they are still on the right track for investing. Quite simply, this global economic crisis has had the ability to shake one’s confidence in their investment strategy. Given the magnitude of global news headlines and market behavior, it is easy to believe one is not [...]

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The Next Bubble, Government Bonds

  • Written by David
  • January 7, 2009 at 12:10 pm
  • 1

Yes that is correct, Government bonds, including those of the US Government. The next bubble to burst is expected to be in government bonds due to dramatic price increases in recent months. Investors have poured significant sums of cash into bonds driving up prices and lowering yields. (That’s how bonds work.) Graph below; Ten Year [...]

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Investing in the New Year; Five Key Points, an Overview

  • Written by David
  • January 7, 2009 at 12:03 pm
  • 0

Happy New Year The beginning of each New Year brings much fanfare to the art of making predictions and creating resolutions. Last year I predicted I would lost 41 pounds. I did. My junk mail has been reduced dramatically with the help from the folks at www.41pounds.org (They estimate we each receive 41 pounds of [...]

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