Blog : financial crisis

Jeff Voudrie’s Weekly Stock Market Commentary – Feb. 18, 2015

Jeff Voudrie’s Weekly Stock Market Commentary – Feb. 18, 2015

Trending Indicators

US Stock Market      Trending Up

Canadian Stk Mkt    Trending Up

 

US Bond Yields         Yield’s Trending Down

Jeff’s Weekly Stock Market Commentary: Oil, Bonds and the USD

The last two weeks the markets have rallied to new all-time highs. At the same time we have seen the yield on 10-year US Treasury bonds increase from a low of 1.6% to 2.15% yesterday. That is a meaningful loss in the bond positions that have been working for the last 3-4 months.

What has caused the recent change in market direction and where do we go from here?

The impetus for bond yields suddenly reversing was the stronger-than-expected jobs report on February 6th when the economy added of 257,000 jobs. Around that same time, the USD started to decline relative to other major currencies. The declining USD corresponded with oil prices reversing and heading up.

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Retired Investor Alert|Life Happens In Real-Time, So Should Your Portfolio Management

Retired Investor Alert|Life Happens In Real-Time, So Should Your Portfolio Management

If you are a retired investor or near retirement then your number one priority must be protecting your wealth from significant losses. Since you no longer have employment income you are forced to depend on Social Security and income off of your investment portfolio. The total value of your investment portfolio is crucial to your ability to sustain that income throughout your lifetime.

Since you no longer contribute to your retirement portfolio, how can you expect to quickly recover from a loss of 10%, 20% or even more? Millions of retirees experienced bigger losses than that in 1987, again in the Tech Bubble crash of 2000-2003 and a third time in the Financial Collapse of 2008.

And few of them recovered. Wealth that took years to accumulate was wiped out virtually overnight—gone forever because few of them were able to earn much it back. Instead, they had to reduce their standard of living.

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