Insights & News

  • Direction June 21, 2017

    Part 4: Market Timing – Portfolio Rebalancing as Market Timing

    In Part 3, portfolio rebalancing was discussed as a method of keeping a portfolio’s risk stable – and presumably matched to an investor’s stable tolerance of risk. For example, an investor targeting a moderate...

  • Buy-Sell-Hold June 14, 2017

    Part 3: Market Timing – Buy-and-Hold, Speculation and Risk Management

    Consider a simple portfolio of stocks and low-risk bonds. For the purposes of this discussion it is reasonable to measure this portfolio’s risk as being the percentage of the portfolio that is in equities....

  • Equity June 7, 2017

    Part 2: Market Timing – Short Term (Daily) Equity Market Timing

    The shortest trading interval that most ordinary investors (as opposed to high frequency trading firms) consider is daily – primarily because many mutual funds can be traded with little or no trading costs at...

  • 5-Questions-with-Tyler June 5, 2017

    5 Questions With Tyler

    You’ve appeared on CNBC, Fox Business and Bloomberg an estimated 50 times, what’s it like to be a media darling and so sought after for your financial insight? When we started Biltmore Capital Advisors...

  • Market-Chart May 31, 2017

    Part 1: Market Timing – The Long and Short of It

    This seven-part series discusses market timing from the perspective of an ordinary investor. The series focuses on equity-market timing – although much of the content could be applied to other markets such as bonds,...

  • Economic-Factors May 24, 2017

    Conclusions about 10 Economic Factors

    Two notable factors are missing from this series of ten economic factors: aggregate demand and natural resources. The dominant thought among academic economists is that aggregate demand for goods and services both by government...

  • Economic-Factor-10 May 17, 2017

    Economic Factor #10: Events

    Very major disasters such as severe earthquakes, volcanoes, storms, famine, floods, and pestilence can devastate even large economies such as ours. The massive influenza epidemic of 1918 has been found to have damaged economic...

  • International-Growth May 10, 2017

    Economic Factor #9: International Growth

    It is said that a rising tide carries all ships, and there is no doubt that a generally strong and rising world economy is helpful to the economic growth of the U.S. In the...

  • Taxes Trump May 3, 2017

    Trump’s Tax Proposals and Investment Decisions

    What should investors do in response to the recent release of information provided by the White House outlining proposed tax reforms? Absolutely nothing. The reasons are: (1) the information released contained very little that...

  • freetradeworld April 25, 2017

    Economic Factor #8: Free Trade

    Free international trade is vital to economic prosperity. While large, well diversified and geographically isolated countries such as the U.S. can have relatively less dependence on international trade, small countries often rely heavily on...

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