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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