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.

investment-commentary

Investment Commentary Sign-Up

Search BCWM Archives

February 2008 Investment Commentary

by

After cutting the Fed Funds Rate to 4 ¼% in December, the Federal Reserve Bank slashed the Fed Funds Rate ¾% on Tuesday, January 22nd and another ½% on Wednesday, January 30th to 3%. As we said in our January Investment Commentary, this is nothing more than throwing tennis balls at an oncoming train. The…
Read More

January 2008 Investment Commentary

by

As expected, the Federal Open market Committee (FOMC) reduced the Fed Funds Rate at their December 11th meeting. The rate was reduced by ¼ % to 4 ¼ %. The Fed was criticized by some for not reducing the rate more (to ease credit, stimulate the economy and avoid a recession). The Fed was also…
Read More

December 2007 Investment Commentary

by

On Tuesday, December 11, the Federal Open Market Committee (FOMC) will meet and their primary concern has to be the continued sub-prime mortgage mess and the credit crisis it has created. We are fairly certain the Fed will cut the Fed Funds rate by ¼%, conventional wisdom thinking this will rescue the US economy. We…
Read More

November 2007 Investment Commentary

by

It has been almost two full months since we established Boyer & Corporon Wealth Management, LLC. During that period we have seen the Federal Reserve reduce the fed funds rate twice, watched the dollar decline vs. almost all major currencies and have seen oil trade in excess of $96 per barrel. The Federal Reserve has…
Read More