category archives: Investor Fear

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I was Two Years Too Early.. Preserving Wealth

  • Written by David
  • August 10, 2011 at 11:58 am
  • 0

In August 2009, I would begin publishing articles on my blog regarding concern for the amount of debt in the world and how that debt would eventually, and negatively, impact financial markets around the world.  In those posts I began to discuss measures I would take to protect client portfolios from large loss when markets [...]

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The Seven Immutable Laws of Investing

  • Written by David
  • May 3, 2011 at 9:08 am
  • 0

A great article for all investors, in particular, I find ‘laws’ 1, 2, 3,4 and 5 of great importance given current market levels, and current market valuations, for both stock and bond markets. (from www.ritholtz.com March 23, 2011) By James Montier In my previous missive I concluded that investors should stay true to the principles [...]

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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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Treasury’s Money Fund Guarantee Program Ending

  • Written by David
  • September 18, 2009 at 7:41 am
  • 0

This seems to be the week everyone is observing as the anniversary of the putative near-meltdown of the financial system, so it seems appropriate to remind folks that the Treasury’s Temporary Guarantee Program (TGP) for money market mutual funds expires, as expected, at the close of business tomorrow, September 18, 2009. The TGP was established [...]

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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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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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This Too Shall Pass, Major Financial Shocks and Market Recoveries, 1970-2008

  • Written by David
  • September 29, 2008 at 6:15 pm
  • 0

As a result of today’s (9/29/08) collapse in the markets due to the inability of Congress to pass a ‘bailout’ package, an 18 page white paper was produced by Genworth Financial to study previous financial shocks and the ensuing recoveries over the past thirty eight years. click here for 18 page report A Review of [...]

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So, this is how it goes?

  • Written by David
  • June 9, 2008 at 1:57 pm
  • 0

On April 23rd my blog posting reported on a market study we call “The Penalty for Missing the Market.” This study has been updated by many investment firms over the years. To recap the April 23rd information; markets can and do move quickly and suddenly as we saw on Friday June 6th with a greater [...]

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Measuring Investor ‘fear’

  • Written by David
  • January 22, 2008 at 5:39 pm
  • 0

There are certainly many ways to measure such a statement, but one mathematical tool I have been using for years is the VIX index. Without a detailed mathematical explanation, the VIX index is widely interpreted as a gauge of ‘fear’ or ‘greed’ of the S&P 500 index. VIX is also known as a contraian indicator. [...]

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