The "Real" Goods on the September Durable Goods Data
The Census Bureau has posted the Advance Report on Durable Goods New Orders. This series dates from 1992 and is not adjusted for either population growth or inflation. Let's now review Durable Goods data with two adjustments.
What’s Holding Dow Low Volatility?
By almost any measure, 2020 has been one of the most volatile years for the market in recent memory. Through the first week of September, the S&P 500 SPX had more daily moves of +/- 2% or more this year than in any full calendar year since 2009.
First Trust Focus Five Model: A Case Study for Relative Strength Investing
On October 21st, 2020, the First Trust Focus Five Model FTRUST5 turns 11 years old. While many investors have been following this model for years, those of you who have not can read more about the model’s methodology in the First Trust Focus Five Model Fact Sheet, which includes a detailed account of the methodology, the inventory, and performance numbers that go back to inception.
Assessing COVID-19’s effect on corporate credit
Most companies’ earnings—and creditworthiness—took a hit from pandemic containment measures like lockdowns. But with initial credit market adjustments to COVID-19 behind us, what challenges are still evolving and where does Vanguard’s fixed income team see opportunities?
Student Housing: A Sector in Peril?
The ongoing COVID-19 pandemic has led to the closure or partial closure of many on-campus dormitories and privately run, offsite facilities. Against this backdrop of weakening demand and uncertainty around when college life may return to normalcy, our municipal bond team’s Vander Shanholt gives his take on the long-term challenges for student housing projects.
Election 2020 and Client Portfolios: Using Innovator Buffer ETFs to Hedge Election Risk
Description: Markets continue to face volatility due in part to the upcoming election and the uncertainty of a coronavirus vaccine. Clients need investment solutions that allow them to manage risk and limit volatility during these times. Innovator’s future-focused solution through its Defined Outcome lineup, allows clients to reduce downside risk through a built-in buffer, but also maintain the upside potential of the market. The goal is for clients to stay the course and focus on long-term financial goals.
Learn a potential solution enabling clients to reduce downside risk through a built-in buffer, but also maintain the upside potential of the market. The goal is for investors is exposed to focus on long-term financial goals, rather than short-term noise.
2020 has proven a challenging year for numerous businesses and individuals, Grey Owl Capital Management included. While most domestic stock market indices have fully recovered from the February and March Covid sell-off, many of our accounts are still down slightly on a year-to-date basis through the end of September.