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Category: Investment Strategy

20 posts categorized as "Investment Strategy"

Three Things to Know & Watch

Mar 1, 2021

By Bill Hornbarger, Chief Investment Officer

Three things to know

  • The Bloomberg Barclays Aggregate Bond Index has posted four years of negative returns (inclusive of YTD 2021) since 1977. If the year ended today, it would be the worst year on record (-3.0%). (Source: Compound Capital Advisors)
  • After raising a record $83 billion in 2020, SPACs (Special Purpose Acquisition Companies) have raised $60 billion to date in 2021,

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Three Things to Know and Watch

Feb 22, 2021

By Bill Hornbarger, Chief Investment Officer

Three things to know

  • With a market cap of one trillion dollars, Bitcoin would have a weight of 0.6% in ‘The Global Multi-Asset Market Portfolio’ of major asset classes. The next smallest asset class is high yield bonds with $2.4 trillion representing 1.5%. (Source: The Market Ear)
  • The MOVE Index (BofA/Merrill Lynch Option Volatility Expectations), which measures volatility in the bond market has increased 31% over the past two weeks as many investors fear higher rates.

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Investment Insights Monthly – February 2021

Feb 18, 2021

By Bill Hornbarger, Chief Investment Officer

 

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Three Things to Know & Watch

Feb 16, 2021

By Bill Hornbarger, Chief Investment Officer

Three things to know

  • At least four million people across the central U.S. have been subject to rolling power outages to protect the power grid. (Source: Bloomberg)
  • Four of the top five commodity gainers in 2021 are from the energy complex, led by gasoline, which is 24.3%. The top gainer this year is tin (+44.4%). (Source: Benjamin F Edwards)
  • Since 1950,

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Three Things to Know & Watch

Feb 8, 2021

By Bill Hornbarger, Chief Investment Officer

Three things to know

  • Super Bowl LV is expected to be the most wagered on event in U.S. history. PlayUSA forecasts more than $500M in legal wagers will be made compared to about $300M last year. (Source: Seeking Alpha)
  • The Volatility Index fell 44% over the last seven trading days, the second-largest seven-day decline in history. (Source: The Market Ear)
  • The so called Buffet Indicator,

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Three Things to Know & Watch

Feb 1, 2021

By Bill Hornbarger, Chief Investment Officer

Three things to know

  • In 1979, the price for silver jumped from $6.08 per troy ounce on Jan. 1, 1979, to a record high of $49.45 per troy ounce on Jan. 18, 1980, an increase of 713% as brothers Nelson, Lamar, and William Herbert Hunt, sons of Texas oil billionaire Harold Hunt Jr., bought silver voraciously, at one point owning one-third of the market.

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Three Things to Know & Watch

Jan 25, 2021

By Bill Hornbarger, Chief Investment Officer

Three things to know

  • More than half a trillion dollars of options on individual stocks traded on January 8, the highest single-day level on record, according to Goldman Sachs in a January 13 note. (Source: The Wall Street Journal)
  • The S&P 500 has returned between 0% and 10% four times in the past 25 years, between 10% and 20% seven times,

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Investment Insights Quarterly – January 2021

Jan 20, 2021

By Bill Hornbarger, Chief Investment Officer

 

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Three Things to Know & Watch

Jan 19, 2021

By Bill Hornbarger, Chief Investment Officer

Three things to know

  • The 20th Amendment was ratified on January 23, 1933 and moved up Inauguration Day to January 20th (and the first meeting of the new Congress to January 3rd). Originally, the Congress of the Confederation set March 4, 1789, as the date “for commencing proceedings” of the new government established by the U.S. Constitution. The four-month gap was needed in part because of the time it took to count and report votes and to travel to the nation’s capital.

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Three Things to Know and Watch

Jan 11, 2021

By Bill Hornbarger, Chief Investment Officer

Three Things to Know

  • Last week, the 10-year benchmark Treasury closed above 1% for the first time since March and the Treasury yield curve (2-year vs. 10-year maturities) traded at the widest spread since the summer of 2017.
  • December capped the worst year for U.S. job losses in records tracing back to 1939. In 2020 the economy shed a net 9.37 million jobs,

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