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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If Everybody’s Expecting It, It Probably Won’t Happen

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Last month, Boyer & Corporon Wealth Management was honored as one of the top 25 companies in Kansas City with fewer than 25 employees. We were recognized at an award banquet and as we went up to receive the award, they played a video of Mindy and me... a 60-second video which was edited and…
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Japan Aftershocks

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What occurred March 11th is going to have some interesting and dramatic effects on the course of global economics. The earthquake off the coast of Japan and the ensuing tsunami wave that devastated Japan will have economic repercussions throughout the world for years to come. Japan, the third largest economy in the world (recently passed…
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No New Taxes? Think again.

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I filled my gas tank last night: $55.30. A new record for my Toyota Solera. Last month, it took just under $50 if my tank was near empty. I know you are probably thinking, why do I wait until my tank is almost empty to fill it? Well, it’s a winter thing. I hate getting…
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No Food? Give Us a New Leader!

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Commodity prices are on fire. The cost of food in the past twelve months has exploded. To name a few: Corn          +84% Wheat       +76% Soy Beans +57% Coffee        +87% Live Cattle  +27% In addition, the prices of some non-food commodities like cotton (+150%) are much higher than one year ago. To the…
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Local Governments Have Some Problems, But . . .

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Every so often markets experience extreme reactions to situations that, in retrospect, turn out to be not nearly as extreme as anticipated. Near the end of 2000, prices of technology stocks soared to absurd levels and then crashed... crashed when the magnitude of economic growth from the internet was not nearly as extreme as anticipated.…
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