Gerald Asplund 3/6/22 Gerald Asplund 3/6/22

Coming Recession?

GDP is crashing and the bond market’s yield curve is falling fast, historically two recession signals.

Gerald Asplund 2/19/22 Gerald Asplund 2/19/22

2021 - Volatility, Stocks Struggle

Unless you owned the most expensive stocks investors experienced volatility and flat returns.

Gerald Asplund 2/11/22 Gerald Asplund 2/11/22

Inflation Or Stagflation?

The highest inflation rates in 40 years could lead to stagflation.

Gerald Asplund 1/21/22 Gerald Asplund 1/21/22

Wealth Shield Update - Stop Out to Cash

Our rules based trailing stop discipline has shifted the majority of our allocations to cash and bonds.

Gerald Asplund 1/20/22 Gerald Asplund 1/20/22

Potential Stock Market Trend Break

Major stock market indices have broken trend.

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 1/4/22 Gerald Asplund 1/4/22

The Longer the Base the Higher in Space

As the bubble stocks burst pay attention to opportunities in value stocks.

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 12/29/21 Gerald Asplund 12/29/21

Highcroft Growth at a Reasonable Price Strategy

Highcroft growth at a reasonable price strategy

Gerald Asplund 12/28/21 Gerald Asplund 12/28/21

Secular Themes Extend Beyond the Business Cycle

Secular themes are those where their growth extends beyond the business cycle

Gerald Asplund 12/27/21 Gerald Asplund 12/27/21

Washington DC has printed trillions, creating an epic stock market bubble

Excessive Money Printing Funnels into the Stock Market

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

2021 stock market return concentrated in the top 5

2021 is a stock market bubble like 1999 where investment returns are generated by a handful of stocks.

Gerald Asplund 10/1/21 Gerald Asplund 10/1/21

SEE-SAW: THE TECH BUBBLE AND A PIVOT TO VALUE

Avoid the bubble, shift to the other side of the see-saw and avoid excessively valued stocks.

Gerald Asplund 9/29/21 Gerald Asplund 9/29/21

SUMMER OF VOLATILITY

Most stock market indices were flat for the majority of 2021

Gerald Asplund 9/28/21 Gerald Asplund 9/28/21

ROBOTS CONTROL TRADING

Up to 80% of the volume on the stock exchanges is computerized trading.

Gerald Asplund 9/23/21 Gerald Asplund 9/23/21

ALLOCATION UPDATE

Asset allocation update for September 2021

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

VOLATILITY UPDATE - ALLOCATION ADJUSTMENTS

The stock market has been volatile lately, we are allocated to blue chips

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 6/25/21 Gerald Asplund 6/25/21

ALLOCATION UPDATE

Mid year allocation update