When you visit Winnerslist.io you’ll learn that it’s still possible to make clients money. Our list of Top Model Portfolios for 1Q22 is all you need.
Earnings guidance is just not convincing. Preservation of capital is currently our goal but will deploy the cash once the market starts trending up.
While the headline contraction in GDP was unexpected, some of the elements causing the decline are not necessarily strong negatives. Clarity is good.
Recessions have always been predated by inverted yield curves, but not all inversions have led to recessions . . . even when investors are nervous.
As borrowing costs have moved higher the economy has continued to perform well, particularly those parts most levered to the ongoing reopening.
We’re not going back to the “lowflation” years before the pandemic but the Fed might not need to get aggressive before the job market stabilizes.
Our results weren't pure Magic Formula but they outperformed the S&P 500 over a 10-year period. However, the smart beta approach can still be refined.