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  • How Investing is Like Tennis
    Plus May Market Report

    John Gorlow | Jun 16, 2018

    Roland Garos  I was a competitive tennis player in high school. For that I can thank my father, who learned to play on the red clay courts in Brooklyn and taught me what he knew. I watched him parlay above-average skills into quite an extraordinary game by learning the fundamentals and playing regular doubles matches with skilled competitors. My own game evolved from his example. So did my approach to investing. More on that after a quick look at May markets.

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  • Swing Time
    Plus Q1 2018 Market Report

    John Gorlow | Apr 17, 2018
    Volatility

    After a remarkable climb in 2017, the market turned volatile in the first quarter of the new year. The swings were dramatic, including a drop in the Dow of 1,175 points on February 5. The U.S. stock market suffered one of the swiftest 10% slumps in history, and global equities lost $4.2 trillion that week. In terms of dollars, that’s more than the total losses suffered by the Nasdaq when the dotcom bubble burst. What’s next? Nervous investors are looking for signs and signals. Of particular interest will be Q1 profits. Other areas of concern include slower growth in China, tightening monetary policy, trade wars, a spike in wage growth and interest rate hikes. But despite a mountain of forecasting data, the market is unpredictable. A proven investment strategy is still your best defense. More about that after a look at Q1 numbers.

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  • Rising Rates Shadow a Strong Economy
    February Market Report

    John Gorlow | Mar 14, 2018
    Volatility is BackVolatility roiled the markets in February. As the dust settled, the February employment report came out and it was golden: 313,000 new jobs were added to US payrolls, the greatest single-month gain since July 2016. So why is the market nervous? Many investors are eyeballing interest rates as the culprit. (Not to discount the unpredictable antics of the White House.) This month we look at the impact of rising rates on REITs, a particularly vulnerable sector. First, the February numbers. 

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  • Thrills and Chills
    January 2018 Market Report

    John Gorlow | Feb 10, 2018
    VolatiletimesJanuary markets continued a year-long winning streak, racking up 10 record-breaking closings in just 13 trading days. Everything looked rosy as the year began: the US economy and global economy were picking up nicely, spurred by low interest rates and big corporate tax breaks. Then February arrived with a jarring 10% correction in just the first nine days of the month. Hold on to your seat. Volatility is back in both stocks and bonds.

     
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  • 2017 Market Report: A Year Beyond Expectations

    John Gorlow | Jan 15, 2018
    bullmarketIt’s January again, which means a fresh round of investment advice from publications, pundits and prognosticators who want to help you make a fortune, or at least entice you to follow them on social media. Last year was extraordinary for investors in both US and global markets. The S&P 500 posted its third best year in the index’s history with a gain of 21.83%—and that was middle of the pack.


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  • Back in Balance
    November 2017 Market Report and Commentary

    John Gorlow | Dec 12, 2017
    rebalsmallShould I stay or should I go? Lyrics from an iconic ‘80s song by The Clash capture the tangled emotions of investors as 2017 draws to a close. The markets have been booming; should you stay all in, pull back, get out? Fortunately, your strategy is unaffected by emotions or sentiment. More about what to do now, after a look at November numbers. 

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  • LEARN FROM THE LOSERS
    October 2017 Market Report

    John Gorlow | Nov 08, 2017
    SurvorshipBiasSmallDo you suffer from rearview-mirror syndrome, imagining how a top-performing fund might have boosted your portfolio? If looking at the winners makes you question your investment strategy, you’ll feel better after reading this month’s feature about survivorship bias. Things are not always what they seem. We start with a look at the October numbers.

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  • The Do-Good Investor: How Moral is Your Portfolio?
    July Market Report

    John Gorlow | Aug 12, 2017
    DoGoodInvestorThis month we take a look at socially responsible investing (SRI), which taps into the idea that we can make morally defensible choices with our investments. Who wouldn’t want a portfolio packed with ethically-minded companies that protect people and the environment? But not so fast. When an industry that wants your investment money also plays judge, jury and scorekeeper, it’s wise to ask a few questions before following the herd. But first, a quick look at July markets.
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  • Storm Warning: The Perils of Reinsurance
    Plus Q2 2017 Market Report

    John Gorlow | Jul 10, 2017
    catbonds192x128

    Insurers are on the hook when a hurricane slams into the coast of Florida, a tsunami hits Japan, a drought-stoked fire consumes large swaths of Northern California, or a Malaysian airline goes missing. Backing the insurers is a nearly $600 billion reinsurance juggernaut that’s also on the hook. As new investment money pours into this sector, some industry analysts worry that a storm is brewing with potentially devastating consequences. Could this be the next banking meltdown? After a review of Q2 2017 market data, we take a closer look at the reinsurance market. 

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  • Climbing the Mountain
    May Market Report

    John Gorlow | Jun 08, 2017
    Alex HonnoldLast week Alex Honnold, the famous climber, astonished the world with his solo ascent up the sheer vertical face of El Capitan, without ropes or safety gear. It was an impossible athletic feat made possible by years of careful planning and expert knowledge. Honnold studied the mountain, practiced, and knew every inch of his route. While the entire feat was insanely courageous and dangerous, he identified places where he could reduce risk. Then he stuck to his plan. There’s a lesson in that for investors. This month we’ll talk about beguiling shortcuts to the mountaintop and why sticking to a proven plan is a better idea. But first, a look at May numbers
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