category archives: SPX 500 Index

  Depression
 

It’s Time To Start Calling This For What It Is: A Modern Day Depression

  • Written by David
  • September 14, 2011 at 12:25 pm
  • 0

I recently posted a blog article on August 10, 2011 titled, “I was Two Years Too Early.. Preserving Wealth” where I would catalog my blog postings over the past two years stating my convictions on wealth preservation. Today’s missive by Rosenberg is to many, a stunner. For me it is not a stunner, merely recognition [...]

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  wmc110829b
 

A Reprieve from Misguided Recklessness

  • Written by David
  • August 29, 2011 at 12:29 pm
  • 0

More thought provoking work from John Hussman Ph.D. All text below from article. Bolded text by DGWA. Click for full article here. Valuation Review There are certainly alternative methods of valuation embraced by Wall Street analysts. In particular, many analysts view the market as “cheap” based on forward operating earnings, without any consideration for the [...]

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  MFLostDecade 17-19-06resized
 

Managed Futures in the Portfolio; Why and Why Now?

  • Written by David
  • June 8, 2011 at 2:56 pm
  • 1

For some time I have been monitoring/researching additional ways to increase client return, while not subjecting their portfolios to undo downside market risk; and the world seems to just get more risky hour by hour. Non-the-less, years ago I was attracted to a certain financial Strategist firm for their prescient ability to include inverse assets [...]

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The Lost Decade for S&P 500 Index, an Update ‘Eleven Years After’

  • Written by David
  • May 24, 2011 at 8:39 pm
  • 0

This work comes from Doug Short. The Lost Decade for the S&P 500 Calculations are from the  March 24, 2000 tech bubble high (The NASDAQ all time high of 5,054) to May 20, 2011. A $1,000 invested in March 2000 has merely grown to $1,070.00 eleven years later, in nominal terms. (not adjusted for inflation; [...]

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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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Stock Markets and Unemployment Rates

  • Written by David
  • April 3, 2009 at 1:51 pm
  • 0

Today the most recent unemployment figures for the US economy were released. Of course the data was dismal and perhaps will get worse in months to come. In a number of previous blog postings, most notably my Five Key Points for 2009, I discuss the relationship between stock markets and unemployment rates. Below you will [...]

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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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Dave, how do you construct investment portfolios?

  • Written by David
  • July 11, 2008 at 10:14 am
  • 2

This is always a great question to ask, but perhaps more poignant in current market conditions. Many years ago I chose to adopt a specific model that would maximize the possibility and probability for long-term investment success of my clients when constructing their portfolios. Remember that pesky DALBAR Study: 20 year average annual returns from [...]

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Just a reminder….Smart Investing Begins with a Disciplined Approach, not a Cycle of Emotion.

  • Written by David
  • June 27, 2008 at 9:02 am
  • 1

It is in markets like this that a friendly reminder of investment basics makes sense. Let us all be aware of how emotions impact our decision making process… and take note of the insidious effects emotional decisions can have on our investment process. I reference the age-old Dalbar study. How is it an unmanaged index [...]

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