By most measures, the U.S. Treasury yield curve is now inverted. When any selected shorter term rate is higher than a selected longer term rate, the curve is “inverted”. Most indicative in our work is the 2 year versus the 10 year, which is currently inverted by 0.51%. The yield curve typically inverts during periods …
Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions. If you’d like to download a copy of our market commentary, click here. …
Market Commentary – Are The Bubbles Behind Us? (Video) Read More »
A recession is a significant decline in economic activity spread across the economy, lasting more than a few months, normally visible in real GDP, real income, employment, industrial production, and wholesale-retail sales (National Bureau of Economic Research). We’ve already seen one quarter of economic decline, but whether we cross the technical threshold of a recession …
Rates have been moving higher – for everything and everywhere. Where will they go from here? Not to be flippant, but it depends. From an empirical standpoint, the Fed is clearly “behind the curve” – meaning they have been late to the inflation fighting process. To be fair, there are some “transitory” contributors to inflation, …
Interest Rates: Where Are We In The Big Picture? Read More »
The Price to Earnings (P/E) ratio is a great tool to contextualize overarching trends in the stock market—including current strength, expected strength (or weakness), and vulnerability to shock. The P/E ratio is found in many forms. Trailing, Forward, Cyclically Adjusted, Discounted, Operating, Actual. They all move over time and the value of each requires an …
What The Forward P/E Ratio Can Tell Us About Stock Market Risk Today Read More »
Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions. If you’d like to download a copy of our market commentary, click here. …
Market Commentary – Inflation Is Key To everything (Video) Read More »
The past few years have brought a new source of worry and speculation into the average investor’s mind—the global economy. Since 2008, most of our clients learned to stay abreast of economic trends in the United States. We all remember how painful an economic crisis can be within our portfolios. But since COVID-19, followed closely …
What’s Going On With Ukraine, Inflation, and The Global Economy: Q&A With Our Economist Read More »
The major news outlets and financial commentators are keeping us awash with updates on Ukraine and markets have continued to be volatile. But many questions remain—what’s going to happen? What does this all mean for the global economy and markets? How will my portfolios be affected? Advanced Asset Management Advisors is actively monitoring the developments through …
Ukraine-Russia Conflict Market Update: A Fundamentally-Rooted overview Read More »
People feel (and remember) the pain of loss more than the joy of an equal gain. We feel this dynamic should be carefully weighed within the portfolio construction process. In this article, featured in thewealthadvisor.com, we outline three key considerations for advisors. Click here to read the full article.
Not all FAANGM stocks are created equal—a truth made apparent by Netflix’s recent stock price plunge following its earnings report. We all know the “FANG” stocks. They dominate the Nasdaq 100 index and are sometimes isolated into an index of their own. And known for high growth and as stay-at-home beneficiaries, the stock prices have …