Gerald Asplund 10/28/24 Gerald Asplund 10/28/24

Asset Allocation: Where have we been?

Highcroft Wealth Shield has preserved capital during the bear market.

Gerald Asplund 10/28/24 Gerald Asplund 10/28/24

The U.S. Stock Market is again trading at Historically High Valuations

As measured by the Buffett Indicator and the Price/Earnings Model the U.S. stock market has returned to high valuations.

Gerald Asplund 5/10/24 Gerald Asplund 5/10/24

Asset Allocation: Where have we been since 01/01/2022?

Highcroft Wealth Shield has preserved capital during the bear market.

Gerald Asplund 7/15/23 Gerald Asplund 7/15/23

Recession Red Flags – All 5 Flashing Danger

All five dependable recessionary red flags are indicating that we could be in a recession soon.

Gerald Asplund 12/6/22 Gerald Asplund 12/6/22

Broadly Diversifed Index of US Stocks Flat Between 1998 and 2022

Looking at the Value Line Geometric Average one could argue that U.S. stocks have struggled to provide returns.

Gerald Asplund 12/2/22 Gerald Asplund 12/2/22

Don’t Fight the Fed - a Good Stepping off Point

As long as the Fed is raising interest rates stock market rallies will fail at trend.

Gerald Asplund 8/22/22 Gerald Asplund 8/22/22

Don’t Fight The Fed, Bear Market Rally is an Opportunity to Reduce Risk

Rallies in a Bear Trend are Common, the Market is in a Bear Trend.

Gerald Asplund 7/14/22 Gerald Asplund 7/14/22

Recession, Stagflation, and Falling Stock Prices

Two quarters of negative GDP growth in a row is the standard definition of a recession.

Gerald Asplund 1/10/22 Gerald Asplund 1/10/22

Could the S&P 500 Fall -50% in 2022?

High Inflation could cause stock prices to fall dramatically.

Gerald Asplund 12/31/21 Gerald Asplund 12/31/21

The Everything Bubble

The Fed has created a bubble in real estate, the bond market, and the stock market through money printing and artificially holding interest rates low.

Gerald Asplund 12/30/21 Gerald Asplund 12/30/21

Markets Losing Momentum in the midst of an Epic Bubble and a Halt to the Printing Press?

As the markets lose the support of the printing press it is important to pay attention to a possible break in trend and to a possible recession.

Gerald Asplund 9/13/21 Gerald Asplund 9/13/21

GROWTH STOCKS STRUGGLE IN 2021

Upon closer examination high quality categories of the market have struggled.

Gerald Asplund 4/30/20 Gerald Asplund 4/30/20

VALUATION UPDATE 2020 Q2

Although the stock market has had a big correction, valuations remain in record high territory.

Gerald Asplund 3/28/20 Gerald Asplund 3/28/20

BEAR MARKET RALLIES

Some of the quickest and largest stock market rallies are during bear markets.

Gerald Asplund 6/24/19 Gerald Asplund 6/24/19

FLAT STOCK MARKET

The major U.S. stock market indices are flat or rolling over into a bear trend.