portfoliojockey.com

As an investor or business owner, you meticulously cultivate your financial landscape, meticulously balancing present growth with the looming realities of future needs. Retirement planning often occupies a hazy space, fraught with uncertainty. Thankfully, the recently enacted Secure 2.0 Act ushers in a new era of opportunity, empowering business owners like yourself to fortify their […]

With the Federal Reserve (Fed) hinting at potential interest rate cuts by year-end, many high-net-worth investors are reevaluating their fixed-income portfolios. In this evolving scenario, shorter-duration bonds can offer a strategic advantage, providing stability and potentially higher returns compared to longer-term alternatives. Understanding the Yield Curve Inversion Traditionally, the yield curve slopes upward. This means

The financial markets of late 2023 and early 2024 have been a rollercoaster ride. While concerns about inflation and central bank tightening lingered, a distinct trend emerged – the resurgence of momentum investing, particularly within technology and semiconductors. This blog post dives into the current market landscape, dissects the momentum trade grabbing headlines, and explores

In last week’s hot topic Tuesday, I wrote about how the market appeared to be red hot and, based on the historical data and valuations, may have been a bit overdue for a correction. Now a week later we may be seeing signs of bearishness that could be signaling details for a potential correction. In

The global economic landscape is undergoing a significant shift. As geopolitical tensions rise, particularly between the US and China, a trend known as “friend shoring” is gaining traction. Friend shoring involves countries shifting their supply chains away from geopolitical rivals towards allies and friendly nations. While this approach offers security benefits by reducing reliance on

The S&P 500, a benchmark for the US stock market, is set to high new all-time high today (February 7th , 2024) , sending a wave of excitement and trepidation through investors. While the headlines scream “bull market confirmed,” the question remains: what does history tell us about what happens next? Short-Term Performance: A Cautiously

Every four years, as the US presidential election heats up, a familiar question arises: Does the election actually impact the stock market? The answer, as with most things in finance, isn’t a simple yes or no. But fear not, intrepid investor, for we’re about to embark on a detailed exploration of the data and expert

Bill Belichick’s reign as the New England Patriots head coach was a dynasty that transcended the gridiron. Six Super Bowl titles, a culture of relentless preparation, and the ever-present hoodie – it was a 24-year masterclass in winning. But what if this strategic genius translated to the world of finance? Let’s delve into a thought