bonds

Apr 17, 2020 | Post by: Roman Chuyan, CFA Comments Off

The “Immense” Recession?

Roman Chuyan, CFA April 15, 2020 In four weeks, 13.4% of the entire US labor force filed for unemployment. A 10% cumulative peak-to-trough GDP contraction is expected this year. If that comes to pass, it would be 2.5 times the size of the 2008-09 economic downturn when US GDP contracted

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Mar 16, 2020 | Post by: Roman Chuyan, CFA Comments Off

This Is a Bear Market

Roman Chuyan, CFA March 15, 2020 Our fundamentals-based process has helped protect against the entire downturn so far. Stocks are cheaper, but economic factors are now negative, and so is our outlook for the S&P 500. I describe developing themes (earnings, economic) that might continue to pressure markets. All major

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Dec 16, 2019 | Post by: Roman Chuyan, CFA Comments Off

Welcome To the 2020’s

Roman Chuyan, CFA December 15, 2019 Our equity model’s 6m forecast for the S&P 500 remains negative on high market valuation. According to the negative forecast, we continue with defensive portfolio positioning. In this year-end report, I’d like to provide a broader perspective. This is the end not only of

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Sep 18, 2018 | Post by: Roman Chuyan, CFA Comments Off

Potential Market Catalysts

In this post, I review potential positive catalysts that might push stocks higher in the coming weeks. U.S. Markets, Year-To-Date Sources: Quotemedia, Ycharts. Figures as of 9/14/18 market close. The S&P 500 index consolidated in September around its all-time high after gaining over 3% in both July and August, and

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Sep 11, 2017 | Post by: Roman Chuyan, CFA Comments Off

More Upside For Stocks

Our domestic politics weighed on investor confidence last month. It looked as though politicians would use the debt ceiling as leverage in their fight over the budget, which would lead to a government shutdown. Investors were also concerned that North Korea’s aggressive show of force might trigger a U.S. military

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Jun 11, 2015 | Post by: Roman Chuyan, CFA Comments Off

Tactical bond strategies for low-rate environment –

This is our tactical management update on our current view on the bond market. We at Model Capital utilize our fixed income models to help advisors who actively manage fixed income portfolios in their efforts to achieve better yield for their clients while reducing exposure to rising interest rates. The

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Jan 01, 2015 | Post by: Roman Chuyan, CFA Comments Off

Learn About Investing

Investment Basics is a project aimed to help people learn about investing. If you have some savings sitting in a bank account earning no interest, you may be thinking: “that’s not right, my money should earn something!” You may know about the stock market, but you would like to learn how investing

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