Investment Management – Home – Different Investments™

S&P Global Downgrades The US Debt, Again?!

I wish I could say this was an April Fools joke. The sad truth, this headline could cross the news wires any day. As an investment manager working at one of the largest investment firms on Wall Street in 2011,...

April 1, 2024

Winter is NOT Coming… But Is A Recession?

Investment Management

Winter is NOT Coming… But Is A Recession?

But before we dive into the weeds with facts, figures, and forecasts let’s set the stage for why, how, and possibly when The Big Bad Recession will rear its ugly head and wreak havoc on the US economy. Let’s begin...

March 29, 2024

Alternative Investments Investment Management

Ticking Time Bomb: The Wall Of US Debt

If nearly 67% of Americans earning $50,000 to $100,000 per year are living paycheck to paycheck, inflation remains elevated, borrowing costs are forecasted remain higher for longer, WARN notices hit their highest level since COVID last year, and the stock...

March 1, 2024

Investment Management

Is The Stock Market Broken?

It’s the end of the world as we know it, and I feel fine…” should, in my opinion, be the motto for 2024’s US economy, and corresponding stock market performance.

February 2, 2024

Investment Management

2024 Stock Market: Bull or Bear Case?

It goes without saying, 2023 was an interesting year. Whether it was the Magnificent Seven stocks propping up the stock market, the Fed’s relentless interest rate hikes, consumer debt hitting all-time highs, Middle East unrest, or the threat of a...

January 4, 2024

Are Small Cap Stocks The Canary In The Coal Mine?

Investment Management

Are Small Cap Stocks The Canary In The Coal Mine?

For investors who were 100% invested in equity and fixed income markets, this month was great with a 8-10% rally. Yet if you turn back the clock one month to October that same investor would have been taken for a...

November 30, 2023

Trick Or Treat? Will 2024 Become The Next 2008 Crash?

Investment Management

Trick Or Treat? Will 2024 Become The Next 2008 Crash?

I want to draw a point of similarity to the 2000, 2001, and 2002 market decline – all led by the Nasdaq’s surge in the late 90’s. In looking at the stock market’s growth during 2021 & 2023 much of...

October 31, 2023

Deja Vu: Will The 2022 Real Estate & Housing Market Crash Like 2008?

Alternative Investments Investment Management

Deja Vu: Will The 2022 Real Estate & Housing Market Crash Like 2008?

Turn on any news outlet, read any newspaper, or scroll through an online news publication and you are bound to find someone talking about the slow down in the real estate market. In fact, I just read headline that new...

June 17, 2022

Investment Management

The Dirty Secrets of The IRA…

What does your Individual Retirement Account (IRA) look like? Do you have one? Is it time to roll over your Employer Sponsored Plan into an IRA account? These are legitimate questions you need to be asking yourself. As retirement inches...

May 6, 2022

Investment Management

The Death Of the Robo Advisor

Imagine it is 2007 and your portfolio growth is beginning to slow. You have no reason to believe your account balances will drop over the coming years, so you stay the course with your current strategy. Then the market begins...

January 28, 2022

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Category: Investment Management

S&P Global Downgrades The US Debt, Again?!

Winter is NOT Coming… But Is A Recession?

Ticking Time Bomb: The Wall Of US Debt

Is The Stock Market Broken?

2024 Stock Market: Bull or Bear Case?

Are Small Cap Stocks The Canary In The Coal Mine?

Trick Or Treat? Will 2024 Become The Next 2008 Crash?

Deja Vu: Will The 2022 Real Estate & Housing Market Crash Like 2008?

The Dirty Secrets of The IRA…

The Death Of the Robo Advisor

S&P Global Downgrades The US Debt, Again?!

Winter is NOT Coming… But Is A Recession?

Ticking Time Bomb: The Wall Of US Debt

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