category archives: Market News

  DownsideProtection.103008
 

Alternative Investment Recommendation: An Update

  • Written by David
  • October 1, 2015 at 9:58 pm
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This past spring (2015) we shared our updated recommendations on Alternative Investments with clients in a series of email communications around the dates of April 27th and May 5th respectively titled “Alternative Investment Recommendation” and “Additional Information on Alternative Investment Strategies“. Equally, you may have read our July 2015 article ‘Do Alternatives Make Sense‘ as [...]

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  goodcompany.104539
 

Does Greece Matter?

  • Written by David
  • July 1, 2015 at 10:08 pm
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June 29, 2015 Earlier today we did a quick search on the phrase ‘Greece Default’ and came up with over 13 million ‘hits’ so it is not as if we have a topic that has not already been expressed or discussed. However, we would like to share our 30,000 foot perspective that may be of [...]

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When Stock and Bonds Become Overvalued, What are the ‘Alternatives’?

  • Written by David
  • April 20, 2015 at 5:17 pm
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As you know, we have been recommending, and using alternative investments for many years. Alternative investments have been used for decades by large institutional investors to include pensions, endowments, foundations and the like. Historically, alternative investments within a portfolio of traditional stocks and bonds, have helped reduce risk while increasing return. This is why alternative [...]

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  BullMktMStar
 

Why the Bull Market is Toast, Published on Morningstar.com

  • Written by David
  • February 23, 2015 at 8:20 pm
  • 0

Greetings, Please find our above referenced article where we discuss current financial market valuations and the associated risks and opportunities. We are again grateful to Morningstar as they have published yet another one of our articles on their website.  To Read: You may go directly to Morningstar’s site to read the article. Alternatively, go here [...]

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  EAFE
 

2014.. It was just one of those years… Divergence

  • Written by David
  • February 9, 2015 at 11:05 pm
  • 0

Something happened within the global financial markets during 2014.. Something Wall Street calls ‘divergence’. DEFINITION of ‘Divergence’ When the price of an asset and an indicator, index or other related asset move in opposite directions. In technical analysis, traders make transaction decisions by identifying situations of divergence, where the price of a stock and a [...]

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  Screen Shot 2014-11-03 at 3.30.36 PM
 

Living with Higher Volatility, Published on Morningstar.com Website

  • Written by David
  • November 3, 2014 at 11:35 pm
  • 0

We are pleased to announce our article, Living with Higher Volatility, has been published to Morningstar.com website. Go here to read the full article online. (You may need to register with Morningstar to access the complete article) Go here to download the article in PDF format.     Update November 9, 2015 Historically the S&P [...]

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  vixbigchartscopy.173300
 

Market Volatility… it’s back.

  • Written by David
  • October 10, 2014 at 5:49 pm
  • 0

vol·a·tile adjective \ˈvä-lə-təl, especially British -ˌtī(-ə)l\ : likely to change in a very sudden or extreme way : having or showing extreme or sudden changes of emotion : likely to become dangerous or out of control Examples of VOLATILE The stock market can be very volatile. Volatility has been on vacation for most of the [...]

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  99fa3632d966a541125a5d30a2ffc6ff.092905
 

Five Years into this ‘Recovery’, Champagne or Bourbon now?

  • Written by David
  • August 8, 2014 at 9:33 pm
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Welcome to our eNewsletter originally published on July 4th 2014 where we ask the above question. Click here to read the full eNewsletter Five Years into this ‘Recovery’, Champagne or Bourbon now? Since publishing this letter, several key issues discussed in the newsletter have either come to fruition, or have been amplified. Some of the [...]

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  multi Strat copy
 

An ‘Alternative’ to Traditional Stocks and Bond Investing

  • Written by David
  • December 3, 2013 at 6:54 pm
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Welcome to our primer on alternative investments. As traditional assets, stocks and bonds, become more overvalued one needs to explore ‘alternative’ investment solutions. At Gratke Wealth, we have been using alternative investments for over the past decade and longer. Why use Alternatives in a portfolio? Historical net result, higher returns, lower risk-portfolio fluctuation/standard deviation. The [...]

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  dow30sspx2013
 

Financial Markets after the Government Shutdown; Postmortem, a review…

  • Written by David
  • November 12, 2013 at 2:34 am
  • 0

Some observations I have inked in the past few weeks, since the Government shutdown in October 2013. I thought I would reflect on the global financial markets ‘picture’ since the U.S. Government shutdown in October. Here’s a post mortem on the markets since Congress ‘fixed’ everything on the 17th of October. Govt. Paralysis How odd [...]

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