Quick Hits for the Week of 10/23/22

finviz heat map

The Death of the 60/40 Portfolio Is Greatly Exaggerated I’ve seen so many articles, and listened to so many podcasts this week about the death of the 60/40 portfolio (60% Equities / 40% Bonds). Now I’m not saying it’s right for everyone, however just taking a look at the past 12 months is not how … Read more

THE FED VS. FEDEX – This Week Only!

THE FED My sense is that the Fed is doing it’s core job to try and tame inflation. In my opinion this should be applauded, but of course risks abound. The Pandemic unwinding was one thing, but now Russia over played their hand and the Western world is galvanized. This is exactly the shifting world … Read more

Quick Hits for the Week of March 12th, 2022

Here’s a weekly summary of the market activity from 3/7/22 – 3/12/22 including market sectors, crypto, interest rates, yield spreads, and earnings to prepare for next week. Archive: 2/28/22 – 3/5/22