All Weather Strategy
A. Stotz All Weather Strategy – January 2022
All Weather Strategy: AWS significantly outperformed a traditional 60/40 portfolio by 2.2% in January 2022. Fed/ECB unwillingness to crash markets could drive equities higher. Recovery demand and supply-chain bottlenecks to drive commodities. Risks: Inflation quickly gets under control, new lockdowns, Fed rate hikes crashing the US market.
Read MoreLIVE: Democrats Need Fed Chair Powell to Prop Up Markets
All Weather Strategy: Expect Democrats to lose control of the House, weakening Biden presidency. Democrats need Fed Chair Powell to prop up markets, not quell inflation.
Read MoreA. Stotz All Weather Strategy – December 2021
All Weather Strategy: AWS outperformed a traditional 60/40 portfolio by 1.4% in December 2021. Fed/ECB unwillingness to crash markets could drive equities higher. Recovery demand and supply-chain disruption to drive commodities. Risks: Inflation turns out transitory, new lockdowns, US default.
Read MoreA. Stotz All Weather Strategy – November 2021
All Weather Strategy: The strategy performed in line with a traditional 60/40 portfolio in the past three months. Fed/ECB unwillingness to taper could drive equities higher. Commodities driven by the energy crisis and supply-chain disruption. We keep our target allocations unchanged.
Read MoreLIVE: The All Weather Alpha Focus Strategy
All Weather Alpha Focus Strategy: Andrew was live with FINNOMENA and talked about our latest strategy, the All Weather Alpha Focus Strategy.
Read MoreA. Stotz All Weather Strategy – October 2021
All Weather Strategy: AWS outperformed a traditional 60/40 portfolio in October. Fed/ECB unwillingness to taper could drive equities higher. Commodities driven by the energy crisis and supply-chain disruption. Risks: Inflation turns out transitory, new lockdowns, US default.
Read MoreLIVE: The All Weather Strategy Smooths the Ride on the Volatility Rollercoaster
All Weather Strategy: Andrew was live with FINNOMENA and talked about learning to live with portfolio volatility, the QE that never ends because you can’t taper a QE addict, and why we favor commodities and Western equity.
Read MoreA. Stotz All Weather Strategy – September 2021
All Weather Strategy: Though down by 1.0% for the month, AWS beat a traditional 60/40 portfolio by 1.6%. Fed/ECB unwillingness to taper could drive equities higher. Commodities driven by energy crisis and supply-chain disruption. Risks: Inflation turns out transitory, new lockdowns, US default, slow growth in Germany.
Read MoreLIVE: No Taper
All Weather Strategy: Andrew was live with FINNOMENA and talked about markets are getting pricy, protecting against a US market fall, inflationary government spending, no tapering since Fed can’t let rates rise, and why we favor commodities and Western equity.
Read MoreA. Stotz All Weather Strategy – August 2021
All Weather Strategy: The strategy outperformed the traditional 60/40 portfolio in the past three months. Central banks let recovering Western economies run hot. Commodities to benefit from Western and Chinese recovery. We keep our target allocations unchanged.
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