Market insights and analysis

How dynamic, risk-managed investment solutions are performing in the current market environment

4th Quarter | 2023

Quarterly recap

News

rss

Current market environment performance of dynamic, risk-managed investment solutions.

U.S. equity markets posted gains in all three indexes last week.

First signal

Last week, gold prices broke through the resistance line, indicating a reversal of trend to the upside as they climbed toward their 50-day moving average.

I was reading some history recently that focused on the Second World War. It contradicted a long-held belief. I’d always heard that the Maginot Line was a colossal failure.

August ETF Deathwatch contains 465 zombie ETFs and ETNs.

In July, 20 exchange-traded products (“ETPs”) were added to the ETF Deathwatch list and 31 were removed, bringing the total to 466.

It was over 30 years ago. I sat in a pew in a little church on the village green of Franklin, Michigan. It was the usual Sunday service, but I was stirred by the sermon from a minister who was still relatively new to me.

Throughout my life, I have been a fan of science fiction. To pick up a book that can take me on a journey through space or time has never failed to remove me from the everyday and broaden my horizons.

“Nothing is certain except death and taxes.” How often that phrase has been quoted since Ben Franklin penned it in a letter to his friend, the French scientist Jean-Baptiste Leroy, in the midst of the French Revolution.

A few years ago, staff members were waiting for us at the airport, which was teeming with people when the transatlantic plane touched down. In a crowded, cavernous room, with signs everywhere, they found our luggage and escorted us through customs. Whisked into a private car, they sped us to the dock and our rivercraft.

Over the years I have written about “Plan B Investing” and “Just-In-Case Investing.” Both of these are similar but different.