Commentary

Each month, the BCWM Portfolio Management team publishes an Investment Commentary that examines the latest developments in financial markets and the economy. We filter out the noise and present the information most relevant to our investment strategies and management of our clients’ portfolios.

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“It’s the Economy, Stupid”

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Threats from North Korea, mass-murder in Las Vegas, major hurricanes hammering Texas and Florida, earthquakes in Mexico, and more terror attacks in Europe . . . clearly an environment that would have investors running for the exits. Yet, despite this deluge of disaster, the stock market has persisted to be strong this past month, rising…
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Don’t Mess with Texas (or Florida)

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It is a relief to hear that all of the friends, family, and clients of Boyer & Corporon Wealth Management who live in Texas, Florida, and the Caribbean weathered both hurricanes successfully. If there is anything good that can be taken from storms that cause over $200 billion in damage, it is the anecdotal stories…
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Just When You Think It Can’t Get Any Quieter

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The silence is almost deafening. Navigating the quiet markets is like being in a library. (Remember those places you used to go to find books before you could buy them online for $8.00?) We’ve alluded to the Volatility Index (VIX) in past Investment Commentaries. The VIX, which is derived from a complicated formula, measures the…
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Energy Independence

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Recently, we attended a couple of industry conferences… conferences loaded with “knowledgeable experts” who somehow manage to disagree with each other from time to time. Disagreements aside, we came away with several nuggets that we feel will help us negotiate the securities markets today. Here are several of them: Our long-held view that interest rates…
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Reaccommodate

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It is both interesting and disgusting that a business (any business) can intentionally screw up (routinely booking too many passengers as a course of business) and then hold their customers responsible for that screw up. United Airlines must win the prize this year for the most reprehensible corporate policy for dealing with the people who…
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