Conservative Portfolio Strategies

#163 Why We Have A Conservative Portfolio Strategy

We currently have a conservative portfolio strategy because of the Fed’s very hawkish statement last week, low earnings, and a drop in market expectations. Now that bad earnings are in the rear view mirror, we are looking at a very unaccommodating Fed in front of us. There is a lot of information that is all over the board.

Gas Prices Rise

#162: Gas Prices Rise And Impact More Than Your Wallet

With the Memorial Day weekend fast approaching we are starting to see gas prices on the rise along with some positive news about consumer spending and the housing market. Even if this is a short-term rise in oil prices, it could hurt the consumer, as we will see gas prices rise at the pumps.

canadianOil

#161 Canadian Oil Fires Impact Portfolios

Canadian oil fires have taken around a third of their production off line. Most of that oil ships directly to the US. This will have a direct affect on oil prices and possibly our gas prices. Ironically, this is happening right before the summer when historically gas prices go up as more people travel.

what will make portfolios go up

#159 What Will Make Portfolios Go Up?

Currently here are many mixed messages in the markets. While many companies have been beating their low earnings expectations, the tech companies, which have been holding up the economy, are underperforming. With these contradictions, investors are asking, “What will make portfolios go up?” Our answer in the video.

Low Expectations

#157 Low Expectations Cause The Markets To Step Back

Investors saw the markets take a step back last week. The cause came from the low expectations on the earnings reports which we will start seeing later today. The good news is that if the earnings expectations bar has been set low, the markets might be able to jump over it and bring some momentum to the markets.

drive markets

#156 The Top Two Market Drivers This Quarter?

Janet Yellen’s dovish statements last week canceled any notion that there would be a live Fed meeting in April where they would discuss raising interest rates. This limits the Fed from making market altering news until their June meeting, making oil and corporate earnings the top drivers of the markets.