Wealth Wake Up

Blog

Tuesday, February 9, 2016

"Watch Out For Falling Angels" | Bond Market Perspectives | February 9, 2016

"The potential downgrade of over $100 billion worth of investment-grade rated bonds into the high-yield market looms as the next challenge for corporate bonds."

Tuesday, February 9, 2016

Search for Income | Q4 2015

The Search for Income publication is a quarterly guide to our top ideas for income-producing securities and strategies.

Monday, February 8, 2016

"What a Non-Recessionary Bear Might Look Like" | Weekly Market Commentary | February 8, 2016

"Bear markets can occur without recessions. Four of the 10 bear markets since 1968 occurred without an accompanying recession, in 1976, 1987, 1998, and 2011."

Monday, February 8, 2016

"What Do Claims Claim?" | Weekly Economic Commentary | February 8, 2016

"We have raised the odds of recession to 30% today, from around 10-15% at the start of the year."

Tuesday, February 2, 2016

"What Does the Yield Curve Say?" | Bond Market Perspectives | February 2, 2016

"Though the yield curve has been flattening in recent weeks, it still has a long way to go before an inversion."

Monday, February 1, 2016

"Groundhog Day?" | Weekly Economic Commentary | February 1, 2016

"Our view is that while the odds of a U.S. recession in 2016 remain low, they have increased since the start of the year."

Monday, February 1, 2016

"Fear February After Jittery January?" | Weekly Market Commentary | February 1, 2016

Don’t worry about the January Barometer, which says, "As goes January, so goes the year."

Tuesday, January 26, 2016

"Tough Start for High-Yield" | Bond Market Perspectives | January 26, 2016

"High-yield bond price declines have been exacerbated by rising default expectations, which we believe may have gone too far."

Tuesday, January 26, 2016

"Five Forecasters: Few Warning Signs" | Weekly Market Commentary | January 25, 2016

"Our Five Forecasters indicators are sending mid-cycle signals, although stock valuations, the ISM Manufacturing Index, and market breadth have flashed some warning signs."

Monday, January 25, 2016

"FOMC FAQs: Making a Statement" | Weekly Economic Commentary | January 25, 2016

"The Fed holds its first FOMC meeting of 2016 this Tuesday and Wednesday, January 26-27, 2016."

Thursday, January 21, 2016

Facing Volatility Client Letter by Burt White | January 20, 2016

"While client letters focus on a unique topic and address varying market challenges, they all have one common denominator: fear. In investing, emotion is often counterproductive to what it takes to be successful. "

Wednesday, January 20, 2016

Portfolio Compass | January 20, 2016

"Downgraded equities to neutral from neutral/positive, upgraded cash to neutral."

Tuesday, January 19, 2016

"Any Bulls Left?" | Weekly Market Commentary | January 19, 2016

"As difficult as it is during periods of heightened volatility, we encourage investors to stick with their plan."

Tuesday, January 19, 2016

"Beige Book: Window on Main Street" | Weekly Economic Commentary | January 19, 2016

"The latest Beige Book suggests that the U.S. economy is still growing near its long-term trend."

Tuesday, January 19, 2016

"The Challenges Facing Emerging Markets Debt" | Bond Market Perspectives | January 19, 2016

"EMD valuations have cheapened notably to start 2016, matching the lows set in August 2015, but fundamental issues such as falling commodity prices and Chinese economic concerns remain headwinds."

Tuesday, January 12, 2016

"Fed Rate Hike Playbook: Part 2" | Bond Market Perspectives | January 12, 2016

"Municipal bond valuation has varied over the past three rate hike cycles, but the combination of attractive valuations and a still favorable supply-demand balance should help support prices against the prospect of additional rate hikes."

Monday, January 11, 2016

"Can Earnings Help?" | Weekly Market Commentary | January 11, 2016

"The start of fourth quarter earnings season may help the stock market find its footing."

Monday, January 11, 2016

"China: A Rocky Start To A New (Old) Year" | Weekly Economic Commentary | January 11, 2016

"Once again, the precipitous decline in the value of the Chinese stock market has spilled over to the broader global financial markets."

Friday, January 8, 2016

Balancing Confidence with Volatility Client Letter by Burt White | January 7, 2016

"Markets are starting 2016 off with the same growth concerns and heightened volatility that made the second half of last year a challenging one for investors."

Tuesday, January 5, 2016

"Fed Rate Hike Playbook: Part 1" | Bond Market Perspectives | January 5, 2016

"Historically, the first six months following the start of rate hikes have been the most challenging, with the average performance improving one year after the start."

Podcasts

11am

Wealth Wake Up February 13, 2016

Host Dick Donahue and callers discuss the effects on markets and elections when political candidates do not outline their positions completely and accurately

WP-Wealth

Wealth Wake Up for 2/7/16

Dick Donahue this week discusses the topsy-turvy markets, the latest employment report, and the Bank of Japan’s move toward negative interest rates.

11am

Wealth Wake Up February 6, 2016

Host Dick Donahue discusses the loss of economic freedom in the U.S.: the good, the bad, and the ugly.

11am

Wealth Wake Up January 30, 2016

Host Dick Donahue talks about the latest market reports, the latest federal reserve board action, and putting money away for college using 529 plans.

social security card

Wealth Wake Up for 1/24/16

Host Dick Donahue talks about the latest market moves, the history of the markets, how the Social Security Trust Fund is running out of money, and a 9/11 monument over in Israel.