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Monthly Archives: June 2017

Why It Is So Difficult To Call A Top

/ Timothy McGeeney /

Pick-up nearly any financial publication and you will see headlines of extreme valuations, declining geopolitical relationships, ballooning debt levels and any negative headline to drive you to click on a link – which by the way is a way for that site to earn money by driving clicks higher. As the say in forecasting school,

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Quote of the Day

/ Timothy McGeeney /

From the original designer of the iPod and iPhone Tony Fadell in an interview with Bloomberg: Do you think people are going to spend more or less time on their phones five years from now? I hope it’s less. For my family, we have tech-free Sundays. No one is allowed to use a screen. My

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Currency Hedging

/ Timothy McGeeney /

When investing in stocks or bonds overseas portfolio managers have a decision to make. Do I hedge my currency risk back into the US $ or did I leave the investment un-hedged and create a dynamic of two sources of returns. The two sources of returns are how the underlying investment performs, as well as

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FAANG Update

/ Timothy McGeeney /

On the heels of my post on FAAMG,  I wanted to provide you a glimpse into a research report by AQR outlining why it should not surprise anyone that these behemoths are moving the markets. The first thing to consider is that the FAANGs are not just a random collection of five stocks picked from

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Don’t Get Used To This

/ Timothy McGeeney /

To what you ask? The lack of stocks moving lower! The draw down (highest-to-lowest) over the first six months of 2017 was a mere 2.8%. This compares to the long-term average – going back 89 years – of an 11.2% draw down in the first half of the year. What does this mean? Stay Tuned,

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