PPLC News and Press, PortfolioPlus S&P 500 ETF From 09/27/20

The numbers are just monstrous. The Fed's own data illuminate the historic monetary disorder that today runs wild. Unprecedented stimulus and market intervention from the Federal Reserve and global central bank community unleashed epic market speculation (in the face of rapidly deteri...

The economic calendar is loaded with important reports - all of the biggest. It will be the last official employment report before the election. The first Presidential debate is on Tuesday. I expect wide viewership but little market reaction. The economic data continue t...

Market timing strategies built for the historical path markets once took are vulnerable if the future doesn’t mirror the past. In-the-money call options provide upside exposure to stock market gains without having to tie up a large amount of your capital. This strategy prov...

We believe we have started a new economic expansion and new bull market in stocks, and that we are in the early phase in which stock returns are the greatest. This is why we view any correction in stocks to be a buying opportunity to increase our exposure to stocks and commodities abo...

U.S. stock and corporate bond markets performed extraordinarily well from the March financial shock caused by COVID-19 to the end of last month. Then, three consecutive weeks of decline in the three major stock market indexes have been followed this week by a global slump attributed t...

The recent pandemic actually created a new wave of the amount and use of alternative data. Compared to traditional economic data, alternative data is generally more timely. Some alternative data like credit card and transaction data tracking will likely stay post-COVID. For ...

Six of eight indexes on our world watch list posted losses through September 21, 2020. The top performer is China's Shanghai with a gain of 8.75%. Our own S&P 500 is in second with a gain of 1.24% and in third is Tokyo's Nikkei 225 with a loss of 1.25%. Coming in last is Londo...

Throughout market history, investors repeatedly abandon the principles of value investing and maintaining a "margin of safety" during periods of exuberance. Ultimately, those investors paid a dear price for their speculation. In a market that is overvalued on many metrics, finding val...

Coming into COVID-19, a chunk of client bond money was in higher yielding money markets since credit spreads (in my opinion) offered little value prior to March 2020. After the 35% correction in the S&P 500, and upon the announcement of the Fed liquidity programs, all that money w...

The great part about the election is, it's a known unknown. Markets are preparing for volatility around the event, even if the event takes months to reconcile. Wall Street is actively hedging risk in that time frame. That itself is bringing down risk surrounding the event. If you ...