category archives: Volatility

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What’s eating at these markets?

  • Written by David
  • August 4, 2011 at 8:37 am
  • 0

“America will always do the right thing, but only after exhausting all other options.” …Winston Churchill

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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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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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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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An Update on Volatility

  • Written by David
  • December 11, 2008 at 6:56 pm
  • 0

In recent blog postings, I have been discussing the historic increase in daily price swings within the S&P 500 index in past weeks. The graph below, is from an article from Bespoke Investment Group and reflects the dramatic increase in recent weeks. a quote from my December 2, 2008 blog posting, Now, let me speak [...]

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It’s Official, Now What and Where Do We Go from Here?

  • Written by David
  • December 2, 2008 at 9:12 am
  • 1

Yesterday of course the National Bureau of Economic Research (NBER) called the recession ‘official’. But we all probably knew this based upon various facts and figures regarding the economy such as home sales, car sales, consumer confidence, rising unemployment, etc. Back on February 22nd I discussed the history of inconsistencies in calling recessions pointing out [...]

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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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