Could a Torrent of IPO’s Soak Your Portfolio Soon?

April 5, 2019

Up to 60 Initial Public Offerings (IPO’s) could flood the equity market with $250 billion of new supply during the second quarter.  With cash levels low, mutual funds may be forced to sell big name stocks hurting your portfolio in the second quarter. The month of April has been a model of consistency for the […]

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Volatility May Be Lurking – Is Your Portfolio at Risk

April 5, 2019

What message does the positioning in the VIX futures market hold for you? An average correction in the stock market can become a sharp decline if volatility jumps. After the huge spike in volatility as the financial crisis erupted in 2008-2009, the level of volatility has trended lower once the European sovereign debt crisis calmed […]

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Investment strategy in 2019

March 27, 2019

Welsh has published a monthly investment letter since 1985 that focuses on Federal Reserve monetary policy, the economy, and the financial markets. He has managed a mutual fund, worked for major wire-houses, and has been widely published in financial media. Jim was Forward Funds ($5.5 billion) Macro Tactical strategist for a number of years, and […]

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