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A Bird's Eye View Blog

Does Your Investment Manager Have "Skin in the Game"?

When choosing an investment manager, there are various important considerations to make. You’ll want to consider overall objectives, process and performance, what specifically you’ll be investing...

Fireside Charts 8.29.18

Happy Wednesday! Going into the holiday weekend, and most of the country is trying not to melt in this heatwave, we have some more fun charts for your enjoyment. Did you know that Tesla has all of...

Fireside Charts 8.27.18

In today’s charts: The S&P 500, the Russell 2000 (small caps), and the Nasdaq Composite all hit new records last week. What does this, and the longest bull market in history, mean for your...

Active Management May Be on the Rise Over Passive: But Active vs Passive is the Wrong Debate

Following the 2007-2009 bear market, passive management, specifically index investing, was given the opportunity to thrive. Coming off the lows of a brutal bear market, the S&P 500 and other large...

Fireside Charts 8.22.18

The current bull market turns 3,453 days old today, tying the record for the longest run with the tech boom of the 90's. Over the last few days, the USD has pulled back in reaction to hopes of...

Fireside Charts 8.20.18

The Chinese renminbi is recovering, the Venezuelan bolivar was devalued by 96% overnight and the Eurozone's bank shares may be pointing to the next European financial crisis. Hog futures jumped...

Caveat Emptor (Buyer Beware)

As a Tactical ETF Strategist, we consider ourselves fairly qualified to navigate the exchange traded product (ETP) universe. That being said, there’s one place even we won’t go. To pull a quote...

Fireside Charts 8.15.18

The dollar swung higher as Tether (Crypto's digital dollar) claims to be backed by $1 USD. Soybean and soy meal futures tumbled. The US stock market continues to diverge from the rest of the...

Fireside Charts 8.13.18

This earnings season has been impressive as unsurprisingly, the largest companies are also the most profitable. U.S.  job openings and "quit-rate" point to continued wage inflation. Healthcare...

Setting Return Expectations

For the past two years I’ve attended the Berkshire Hathaway shareholder meeting in Omaha, Nebraska, known by many as the “Woodstock of Capitalism.” During the 2017 meeting’s question and answer...

Fireside Charts 8.8.18

Wheat prices in the U.S. surge as other parts of the globe experience failing crop conditions. US businesses are buying record amounts of electricity from renewable energy sources. The 2018 stock...

Fireside Charts 8.6.18

The already staggering trade deficit continues to expand as the Euro continues to falter. Only four economies have shrunk more than Greece’s in the past 10 years. The Emerging Market volatility...

Déjà Vu: Will this Rate Hike Cycle Cause the next Major Market Decline?

The U.S. Federal Reserve Bank (FED) has a rather unenviable record and an even more difficult job. Since WWII, they have raised interest rates 18 times.¹ As the chart below shows, the stock market...

Fireside Charts 8.1.18

If you have not noticed before, the federal fund rates continues to rise as the Fed raises rates, yet the amount that banks are paying their customers are almost 2% less. So perhaps you may want...