Weighing the Week Ahead: Plenty of Cross-Winds for Santa
The economic calendar is normal, but there are plenty of cross-currents from other major events. Bitcoin futures, the FOMC meeting, more debate on the tax legislation, the Alabama special Senate election, and an avalanche of 2018 forecasts.
Market Cap to GDP: An Updated Look at the Buffett Valuation Indicator
With the latest monthly close, the GDP Q3 Second Estimate data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 133.9%, up from 131.5% the previous quarter.
What is your biggest impediment to using ESG and SRI funds and ETFs?
This is a part of our the weekly poll series we will launch on our site. It takes one minute and once you submit your response you'll be taken to a page where you can see the results. Continue the conversation on the results page about why you chose your answer by clicking on "COMMENT ON" APViewpoint link.
Is Now the Time to Invest in Alternatives?
I recently have been traveling around the country participating on a panel titled: “Alternatives: Time to Buy When Others Are Selling?” Spoiler alert — my answer to that question is a resounding “yes.” There are two reasons why.
Weekly Poll Results: What is your biggest impediment to using ESG and SRI funds and ETFs
Here are our poll results to the question: What is your biggest impediment to using ESG and SRI funds and ETFs? We will launch topical polls every week, if you have suggestions for future polls please email production@
To discuss this poll, click "COMMENT ON" in the top right of this page to discuss on APViewpoint.
Are your clients getting enough global exposure?
Add an international component to portfolios.
Moving Averages: November Month-End Update
Valid until the market close on December 29, 2017.
The S&P 500 closed November with a monthly gain of 2.81% after a gain of 2.22% in October. All three S&P 500 MAs are signaling "invested" and all five Ivy Portfolio ETFs — Vanguard Total Stock Market ETF (VTI), Vanguard FTSE All-World ex-US ETF (VEU), iShares Barclays 7-10 Year Treasury (IEF), and Vanguard REIT Index ETF (VNQ), and PowerShares DB Commodity Index (DBC) — are signaling "invested".
The Bonfire Burns On
The volume of daily economic lunacy that lights up my various devices is truly stunning, and it seems to be increasing. I shared a little of it with you in last week’s “Bonfire of the Absurdities.” Since it’s a holiday weekend and I was traveling all week, today I’ll just give you a few more absurdities to ponder. And this shorter letter will lighten your weekend reading load.
Weighing the Week Ahead: Will Black Friday Lead to a Green Market?
The economic calendar includes few reports, crammed into two days of a holiday-shortened week. Many will be taking time off – including some of the “A List” pundits. I expect to see some new faces on financial television and a lot of discussion about consumers and the economy. Many will be asking: What does Black Friday mean for the economy, and for stocks?
On My Radar: A Fatal Attraction for the Slim Chance
My daughter, Brianna, and I were recently listening to a Charlie Rose interview on Bloomberg Radio. I love the way he asks direct questions. The interview featured Jeremiah Tower, a little-known chef who pioneered a restaurant revolution in the 1970s that gave rise to the culinary style known as “California Cuisine.”
Aflac: A Valuation Conundrum? Fairly Valued Dividend Aristocrats: Part 1 of 7
Aflac (AFL) is a Dividend Aristocrat that has increased its dividend for 35 consecutive years. However, it is only one of seven Dividend Aristocrats that I consider attractively valued in light of the current bull market. Therefore, this will be the first in a series of seven articles where I will cover these seven attractively valued Dividend Aristocrats.
Knowledge Leader Spotlight: Microchip Technology Inc., a Fundamental Analysis
From time to time we illustrate our analysis of highly innovative companies in a Knowledge Leader spotlight. Today we look at Microchip Technology Inc. (MCHP), a highly innovative semiconductor manufacturer that produces programmable microcontroller products used in autos, computing and lighting, among many other applications.
Weighing the Week Ahead: The Millennial Effect on the Housing Market
The economic calendar includes many reports, but few of the most important. I expect the housing market to attract attention. There are several relevant releases on tap, and the sector is especially important. Some will take up a special slant, asking: Will Millennial buyers extend the housing market rebound?
A Story of Risk Management, and Flying to the Moon
Risk management is a key part of many endeavors, from space travel to investment management. In either case, achieving one's goals requires awareness of what could go wrong, as well as careful attention to details in often-changing conditions to ensure the smoothest possible journey
Weighing the Week Ahead: Is This as Good as It Gets?
Last week I wrote that there was so much on the calendar that it was impossible to choose a single theme. This week presents the opposite problem. In the wake of the big news, what will command attention? As I studied the data, I was struck by the confluence of record results.