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

FOMO

by

Fear Of Missing Out: A dangerous psychological malady that can cause one to feel that he is missing out on the investment of a lifetime (think dot-coms in 2000, houses in 2007, or Bitcoin today). This fear is usually exacerbated by sensational media headlines. But more recently, FOMO has also been the result of tweets…
Read More

Godzilla, Kong and Higher Taxes

by

We’ve noticed tiny little bits of evidence that the American economy is coming back from the COVID disaster: calling a restaurant for dinner reservations only to discover it’s booked solid, news anchors broadcasting from the studio instead of their respective living rooms, airplanes no longer leaving that “middle seat” empty . . . . .…
Read More

One (Difficult) Year Later

by

The human mind has a convenient way of helping us forget painful events . . . a way of emphasizing good memories and minimizing scary ones. Empty toilet paper shelves, empty office buildings, and empty movie theaters all seem to be distant and less severe images today than a year ago. The rush to manufacture…
Read More

What We Don’t Do . . .

by

Most of our investors have a general idea of what we do. Manage money. Look for good investment opportunities. Avoid unnecessary risk. You know, the usual stuff. Every now and then comes the opportunity to illustrate what we don’t do. If you have been paying attention (and believe us, it’s better if you haven’t been…
Read More

The Year to Remember to Forget

by

Last week we conducted a webinar for private clients of BCWM where we    recapped last year, the worst year in recent history. Not the worst year for  investments . . . just the worst year. We reflected back to January 2020, when headlines began warning of a new virus originating in Wuhan, China (and how…
Read More