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A Bird's Eye View Blog

It's Time to Talk About the R-Word

As we frequently like to point out, no one knows what will happen to the markets or the economy over the short term. Not tomorrow, next week, next quarter or even next year. But we do need to face...

Anatomy of a Bear Market

What does a typical Bear market look like? How long do they last? When are the majority of the losses incurred? Most investors believe that the losses occur fairly evenly throughout the Bear....

Why the Upcoming GICS Sector Shakeup Matters

Tomorrow, September 28th, the S&P is making some big changes to the sectors of the S&P 500® Index. These changes will have an impact on the overall market and will also impact how Beaumont Capital...

A Final Call Before the Fall

We have enjoyed the current bull market which recently surpassed the 1990-2000 technology-led bull as the longest bull ever. Hopefully you have been invested and enjoyed the benefits of this bull...

Excuse the rant…this isn’t about politics, it's about economics.

Editor's Note: The views and opinions expressed herein are those of the writer and may not be the opinions of Beaumont Capital Management (BCM). 

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...

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...

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...

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...

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...