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Blog

Ray-Dalio
Thomas Batcha | Aug 11, 2017

Risks Are Rising While Low Risks Are Discounted

beta
Fed
interest rates
hedge
Risk management
volatility

Another insightful perspective by the highly-respected Ray Dalio.  **JB**

by Ray Dalio  Chairman & Chief Investment Officer at Bridgewater Associate

There are

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Thomas Batcha | Jul 26, 2017

Bitcoin pyramid scheme??

bitcoin
bubble
currencies
digital
investing
value

Digital currencies have generated a lot of headlines this year.  Here is a perspective from value investing sage Howard Marks.  **JB**

Billionaire investor

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tantrum_0
Thomas Batcha | Jul 19, 2017

Get Used to Bond Market Tantrums

bonds
hedge
markets
monetary policy
portfolio diversification

Interesting insights into monetary policy reversals and related market affects..."the Bond markets aren't happy."  **JB*

Read the Bloomberg article here

 

 

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Thomas Batcha | Jul 10, 2017

WSJ: A Smarter Approach to ETF Investing

dividend
ETF
market
stocks
trading

ETF investing has become more complex. Here are 5 timely tips to consider.  **JB**


One thing investors in exchange-traded funds should know: The time of day

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Thomas Batcha | Jun 27, 2017

Credit Market similarities to 2007

bonds
credit market

Noteworthy perspective from Z-Score sage Altman  **JB**

Bankruptcy guru Edward Altman sees similarities to 2007 in the credit market today

Legendary

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snapshot
Thomas Batcha | Jun 26, 2017

Pain ahead for Bond Investors??

bonds
market sell off
theory

Why the second half could get ugly for this very hot segment of the market.  **JB**

Bond investors are setting themselves up for ‘real painful trade,’ this

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19DB-CHINAINVEST1-master768
Thomas Batcha | Jun 20, 2017

Why China's debt matters

global markets

Insightful article on the potential bubble lurking in China **JB*

 

Some Global Investors See Fresh Worries in an Old Problem: China

by Michael Schuman, NY

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wealthyfamilyjetmi600-crop-180x100
Thomas Batcha | Jun 13, 2017

Where Ultra-Wealthy Put Their Money in Q1: Tiger 21

alternatives
asset allocation
commodities
diversified

A prime example of wealthy families banding together to bring clout and bargaining power in support of their institutional investment strategies.  **JB**

Wealt

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sd-balance-may-17-small
Thomas Batcha | Jun 8, 2017

Oil becoming a more efficient market

alternatives
asset allocation
commodities
diversified

Commodities are important in any diversified asset allocation portfolio. **JB**

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Thomas Batcha | Jun 1, 2017

Why alternative investments may matter more than ever before

Absolute return
Active management
Risk management

Another fine article that supports why we believe in Alternatives as Diversifiers to manage risk!  **JB**

by Leo M. Zerilli, Asset Manager John Hancock

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Thomas Batcha | May 25, 2017

FED shrinking its balance sheet

Fed
interest rates

There have been many references to the FED shrinking its balance sheet recently. This is a good explanation of what it means and why authorities are being so

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Thomas Batcha | May 16, 2017

A classic market theory predicts a problem for the rally

market sell off
theory

This chart watcher says a classic market theory could presage a 15-20% drop in stocks:  Ralph Acampora, also known as the godfather of technical analysis

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