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Events & Resources

Red Sky Report

Our weekly market commentary, updates and company blog

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Worldwide Sectors Extreme Makeover One-Year Results

As promised, we’re staying on the theme of providing some strategy updates for current clients as we cross into the new quarter. For those in the know, our long standing Worldwide Sectors stock strategy was redesigned at the end of September 2016. One year later, we’re very pleased with the results of the changes. Many of our current clients have an allocation to this strategy so it would be worth your time to understand why we made these changes, how the strategy works and the results of our work.

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10 years Ago Today

The final moves up in the broad US stock market last week, brought all the bells and whistles of a near perfect technical push out to new highs. Ten years ago, exactly (10/10/2007), we saw the same thing happen. It was the last day of the bull market and the S&P 500 went on to lose -56% through March of 2009. This is not meant to scare but simply to remind all that markets can and will do what they want, when they want for seemingly little or no reason. Today, we have conditions that are not unlike other bull market peaks. We have spoken to this reality many times this year. For this update, we’ll add a few more grains of sand to that pile of evidence.

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ASFA Strategy Insights

Switching gears a bit, we’re going to spend a little ink working through insights into our various strategies. Quarter end is always a good time for these sorts of things but more importantly, October marks the end of our first full year of results following some necessary redesign work done at this time in 2016. We think you’ll be pleased to see that the changes we made are paying off nicely.

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Investment Opportunity #3

As the last and final great opportunity, we’re going to give it some extra juice and make it a two for one. Who doesn’t like a BOGO? Actually, you’re spending nothing beyond your own time in reading this blog so BOGO isn’t really right, is it? On with the show.

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Investment Opportunity #2

Getting back to our three part series surrounding great investment opportunities, you’ll notice a theme developing. The theme is about identifying potentially large reversals of current trends. Counter to the greater fool theory employed by so many investors (ehemm, Bitcoin), we look for sectors, asset classes, countries or other segments of the market that are out of favor, overlooked and unloved. In these cases, we’re banking on major reversals where the dogs become the darlings over periods of years, not days or weeks. I hate to sound like Buffett but he does have a proven track record. Here’s the next one.

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We Interrupt This Program…

I was well into my second piece on great investment opportunities when a lot of stuff just happened. Let’s interrupt our series of the Three Best Investment Opportunities to touch base on what’s happening in the news and how the markets are reacting now.

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Three Big Investment Opportunities – Part I

As promised, this update will be the first of a three-part series that brings to light three longer term, pending, Investment opportunities. Please, do yourself a favor and don’t run out and act on any of this information today. Wait, watch and let this serve as a guide as to where we might look to generate returns looking forward.

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Investing With Your 20 Year Goggles Firmly In Place

I am purposely writing more these days on topics surrounding return expectations because this is that critical time when investors make a lot of mistakes. Beyond managing your wealth, much of our job as your advisor is to talk you through risks and opportunities to help empower your own decision making regarding personal financial decisions. This update is very enlightening and a must read for all investors if we respect the past as our teacher.

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There Are No Shortcuts

There Are No Shortcuts I read a quote in National Geographic this morning and it got me thinking. This is not an alert type update but rather a timely reminder for all of our clients. “We can’t save the people who want to take maximum shortcuts” Matt Gerdes Founder of Squirrel Wingsuits

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Nothing New

As a reminder to all, the Red Sky Report is delivered on an as needed basis.Effectively, when there is something noteworthy to report, you’ll hear all about it with several pieces covering the action in short order.When trends are persistent and we’ve already discussed much of it, we won’t jam up your already bloated inbox.Ok?I can see you nodding your head.For this update, as a reminder, I’ll simply touch base on current trends that have been firmly in place since early to mid 2016.Despite our collective expectations for one outcome or another, nothing has changed.This is where your money should be invested factoring in both risk and reward properties.

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