Altegris Advisors

Commentary

2017: A Challenging Year Ahead for Portfolio Allocation Decisions
by Matt Osborne of Altegris Advisors, 2/15/17

Surprising many investors and pundits alike, the S&P 500 posted a solid return for 2016, finishing the year up close to 10%. If investors never looked at their statements, one might be naïve to how much markets zigged and zagged throughout the year.
Commentary

Q3 2016 Market Update and Outlook: A Golden Summer
by Matt Osborne of Altegris Advisors, 10/12/16

At the end of Q2 2016, uncertainty was on the rise, the geopolitical environment was fragile and financial markets appeared highly susceptible to exogenous shocks.
Commentary

REITs vs. Your Home
by Burland East of Altegris Advisors, 8/12/16

Many people don’t have an investment allocation to real estate investment trusts (“REITs”) because they believe they already have “enough” exposure to “real estate” through ownership of their home.REITs and your home are very different asset classes with very different characteristics. REITs invest primarily in commercial real estate, which is any non-residential property used for commercial profit-making purposes. Your home is an investment in residential real estate, which is a type of property, containing either a single-family or multifamily structure, which is available for occupation and non-business purposes.
Commentary

The Rest of the Americas: Reprise
by Jack Rivkin of Altegris Advisors, 5/20/16
We are continuing our review of what has happened since we laid out our expectations in our Perspectives at the beginning of the year. We had a view that one could find all manner of investment opportunities, long and short, without moving beyond the continents of the Americas. Given the volatility of the markets and the currency and commodity movements since then it is time to take a fresh look—particularly at the rest of the Americas. Below is a reprise of our expectations and our update of how the expectations have changed. Commodity and Currency movements as well as specific governance issues may cause a greater dispersion in results for the rest of the year.
Commentary

A Flat Market Year-To-Date
by Jack Rivkin of Altegris Advisors, 3/31/16
The noise of the first three months of the year was hard to avoid, and the liquidity trap led to some investors selling at the wrong time. Jack Rivkin, CEO of Altegris Advisors, points out that had investors avoided the noise, they’d see that the equity market has actually been flat YTD.
Commentary

Q4 2012 Market Commentary
by Team of Altegris Advisors, 1/29/13
With the end of a historically challenging year for alternative investment strategies, signs emerge of a potentially more favorable environment.
View More