Intrepid Insights

Jun 7, 2018

Investors Need a Hurricane Checklist

An investor unprepared for a market crash is like a shopper fighting the mob at Home Depot as a storm bears down. For those of us who call the Sunshine State home, June 1 is a meaningful, if not entirely welcome, date: the beginning of the Atlantic hurricane season. It’s the time of year when […]

Apr 17, 2018

A Seismic Shift in Bonds is Coming

Which parts of the market are most vulnerable to rising rates, and what can you do to shore up portfolios? In October 1989, a 7.1-magnitude earthquake now known as “the little big one” shook northern California just as Oakland and San Francisco were starting Game 3 of the World Series. The double-decker Nimitz Freeway in […]

Feb 17, 2018

The Market’s Blinding “Love”

The market is no less expensive than it was a month ago, and I see correlations between todays dangerously high metrics and future volatility. By Mark Travis Last summer, I paused to reflect on the long, strange journey of today’s market environment, invoking the words of the Grateful Dead in their bluesy anthem, Truckin’. This month, I veer […]

Dec 29, 2017

This Forecasting Season, Channel Your Inner Grinch

No one can predict the future, so help your clients ignore all the noise, noise, noise, noise. I enjoy the holiday season, I really do. But around this time of year, I start to channel my inner Grinch, or more specifically, one of his infamous quotes: “There’s one thing I hate – all the noise, […]

Nov 19, 2017

Dancing Around the (Morning)Stars

Don’t be an unintentional momentum investor. There are better measures than Morningstar ratings to evaluate a fund. You may have caught wind of the recent feud between the Wall Street Journal and Morningstar over an exposé piece in the Journal questioning the usefulness of Morningstar’s star rating system. Not to be outdone, Morningstar slammed the Journal’s research […]

Oct 5, 2017

Focus on the Ground Game

We’ve all heard the cliché “all good things must come to an end,” which has been bandied about with slight variations since Chaucer penned the “Canterbury Tales.” Although many investors may not want to believe it, it is very possible that we’re approaching that point with the current bull market. As we approach 2018, there […]

Aug 9, 2017

What a Long, Strange Trip

An old Grateful Dead song provides an appropriate synopsis of the market environment in which U.S. investors find themselves today. There’s a line in the old Grateful Dead song Truckin’ – “Lately it occurs to me what a long, strange trip it’s been” – that I think is an appropriate synopsis of the market environment in which […]