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Stableford Capital Insights
Explore the latest market updates, company news, and helpful resources from your Stableford team.
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Stableford Market Commentary January 2024
Stableford Market Commentary December 2023
Stableford Market Commentary October 2023
Stableford Market Commentary September 2023
Stableford Market Commentary: October 2022
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Stableford Market Commentary: July 2020
July 8, 2024
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Posted in
Asset Management
Investment
Investment Strategy
Market Commentary
The Market
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Written by
Justin Thomas
How are recent volatile activities – such as declines in the equity and fixed income markets, pandemics, civil unrest, politically polarized citizens, international discord – impacting market outlook? Stableford Capital’s leaders take the markets’ temperature and advise investors on what to look for.
The Dollar's Reign as the World's Reserve Currency is Under Threat: Talk of a Debased Currency
July 8, 2024
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
The Market
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Written by
Andrew Brinkman
As the dollar continues to slide – and gold prices rise, some strategists are warning about the threat of a debased currency. They cite the latest round of stimulus and fiscal policy measures, and point to gold as the best option for a reserve currency. Gold prices continue to surge, while the U.S. debates next steps for keeping the economy out of stagnation.
Stableford Market Commentary: June 2020
July 8, 2024
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Posted in
Asset Management
Investment
Investment Strategy
Market Commentary
The Market
|
Written by
Justin Thomas
How are recent volatile activities – such as declines in the equity and fixed income markets, pandemics, civil unrest, politically polarized citizens, international discord – impacting market outlook? Stableford Capital’s leaders take the markets’ temperature and advise investors on what to look for, including how to find value investments. Learn more.
How Does Stableford Use Technical Analysis in Its Investment Management Strategies?
July 8, 2024
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
The Market
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Written by
Jim Patterson
In Stableford strategies, technicians analyze fundamental and value factors to inform the entire portfolio picture. A good technician enhances both the fundamental and macro aspects of the investment management strategy. Similar to warning lights on your car’s dashboard, the technician focuses on confirming the narrative trends (dark dashboard), noting when the technical trends are no longer moving in unison with the consensus narrative (warning light).
Stableford Market Commentary: May 2020
July 8, 2024
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Posted in
Asset Management
Investment
Investment Strategy
Market Commentary
The Market
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Written by
Justin Thomas
Why the big equity bounce that seemingly ignores bad news from trade wars, protests, and civil unrest in May 2020? We’ve seen the bottom in economic data, so the news is just getting better from an earnings perspective. Equities are forward-looking, pricing off future expected earnings.
Stableford Market Commentary: April 2020
July 8, 2024
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Posted in
Asset Management
Investment Strategy
Investment
Market Commentary
The Market
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Written by
Justin Thomas
After dropping 30% from the start of the year the low in March, the S&P 500 has rebounded 30% off the March 23 low, and nearly 13% in April to end down roughly 10% year-to-date. The 10 yr. US Treasury remained largely flat during April, closing the month with a yield of 0.64%.
The Stableford Difference: A Unique Investment Philosophy
July 8, 2024
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Tax
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Written by
Nathan Faldmo
Stableford operates on a different investment philosophy from other financial advisory firms: adjusting based on market environment and client need. To do this we have to constantly assess risk and maintain open communication with clients – during both up and down markets. Stableford is not a manager of managers and the investment strategies are all proprietary.
Stableford Market Commentary: March 2020
July 8, 2024
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Posted in
Asset Management
Investment
Investment Strategy
Market Commentary
The Market
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Written by
Justin Thomas
We’re never happy with negative returns but we are happy when we are able to preserve your capital. On a relative basis, that is what we have done. The losses in our strategies are a fraction of the overall equities markets and a 60/40 mix of equities and fixed income. This is why we are proponents of the active approach to investing. It’s times like these when being prudent and risk-averse matters.
Stableford Market Commentary: February 2020
July 8, 2024
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Posted in
Asset Management
Investment
Investment Strategy
Market Commentary
The Market
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Written by
Justin Thomas
The S&P 500 declined 8.4% during February to close down 8% year-to-date and remains at similar levels through March 6. The US-Sino trade-détente and global-growth euphoria that began last September peaked during February and has been replaced with global contagion fears (double entendre).
Stableford Market Commentary: January 2020
July 8, 2024
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Posted in
Asset Management
Investment
Investment Strategy
Market Commentary
The Market
|
Written by
Justin Thomas
The S&P 500 declined 1.9% during January, though it hit an all-time high on January 22 and has bounced to similar levels as of February 5. The run-up to all-time highs is largely explained by the Fed’s stealth Quantitative Easing (QE) program, as well as anticipation of better economic conditions following the détente in the US-Sino trade war.
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