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A Bird's Eye View Blog

Market Highlights in Charts 3.30.18

Market recovery including housing expansions, US trade deficit worsening, a closer look at CBO's budget projections and reality; plus, US energy inching towards independence, and medicaid spending...

"FOMO" or "Oh, No!": Balancing Risk and Capital Gains

Can you be honest with yourself? Seriously…completely honest? OK, then please answer this question:

 

When was the last time you reviewed your portfolios and rebalanced them back to the asset...

Market Highlights in Charts 3.28.18

China, China, China… oil imports, currency and trade surplus climbing; a comparative look at countries’ debt issuance, plus a reminder of the last time we used tariffs with Smoot–Hawley, all in...

Market Highlights in Charts 3.26.18

Borrowing costs climb higher as QE unwinding takes place, S&P 500 dividend yield, wage growth and inflation indicators, plus a look at a possible breakout for U.S. Treasury Yields, all in today’s...

Tactical to Practical: Understanding the Importance of Types of Market Declines

Most investment professionals would agree that stock market price movement in the 0-5% range is just ordinary market movement or statistical “noise”. After this, there are three types of market...

Market Highlights in Charts 3.21.18

Today's highlights include a look at US and Spanish bond yields, the high probability of a "higher-than-promised" rate hike at today's FOMC meeting, new budget deal and tax cuts effect on US...

Market Highlights in Charts 3.19.18

Today's highlights include US gross national debt spike, job openings report reaffirming strong labor market, continuation of yield curve flattening and just for fun, a historical view of U.S....

Market Highlights in Charts 3.14.18

Update on the current equity bull market, credit cycle and treasury markets, plus US population decline and its possible impact all in today’s Market Highlights in Charts.1. Some basic perspective...

Trend Following: An Alternative to Buy and Hold

Trend following can be a good alternative to the “Buy and Hold” phenomenon that is currently being shown to investors. Many in the financial services industry will tell you that over the long...

Market Highlights in Charts 3.12.18

1. SMID is making a comeback!

How to Select and Evaluate an Investment Manager

Like clients, every advisor has a different level of knowledge of the due diligence process.

Often times advisors rely heavily on the due diligence efforts of a third-party such as their...

Market Highlights in Charts 3.7.18

1. More than one measure is showing wage inflation on the rise. Based on the unemployment level, reasonable wage increases are to be expected...

Market Highlights in Charts 3.5.18

1. This is why the FED has to be careful... In a low growth environment, it won't take much to tip the economy into a recession.