MV Weekly Market Flash: So Much for Bond FOMO
Sometimes it seems like we do nothing around here but write about bonds. Unfortunately, what is normally the dullest category in the pantheon of portfolio assets is where all the action has been this year. Where the action is, attention must be paid. Here’s a twenty-year picture of the 10-year...
MV Weekly Market Flash: A Confident Fed Contemplates an Uncertain Economy
Fed Chairman Jay Powell is happiest when adjectives like “boring” and “utterly predictable” get appended to his name. He will not have been displeased with the takeaways from this week’s Federal Open Market Committee (FOMC) meeting. This week may have set a new high water mark for frequency of use...
Arian Vojdani on Yahoo! Finance
Arian Vojdani was on Yahoo! Finance's The First Trade discussing markets today. The clip can be viewed here.
Arian Vojdani on Yahoo! Finance
Arian Vojdani was featured on a segment of Yahoo! Finance today discussing recent market volatility and investment strategy in today's challenging market. The clip can be seen here.
Arian Vojdani featured on Yahoo! Finance
Some investors believe that the coronavirus is a black swan event. MV Financial's Arian Vojdani joins On the Move to discuss why instead of adjusting your portfolios this is really a buying opportunity for both intermediate and long-term investors. The clip can be found here.
MV Weekly Market Flash: Black Swan, Defined
Sometimes it is useful to take a well-worn phrase out of the abstract and attach it to a definite event playing out in real time. The worldwide outbreak of Covid-19, the coronaviral disease that began in China last month, is a textbook case of a “Black Swan” – an event...
MV Weekly Market Flash: What We’ve Learned Since the Ebola Panic
Back in August of 2014 the World Health Organization issued a Public Health Emergency of International Concern statement in relation to a viral disease that had been spreading among the populations of a number of West African nations for the past several months. The disease was called Ebola. Apart from...
MV Weekly Market Flash: The Year In One Word — Pivot
All things come to an end – good, bad and otherwise. As this will be our last market commentary for 2019 it seems appropriate to think back on the events that gave shape to the year in asset markets. Our word for the year is “pivot,” defined as “when a...
MV Weekly Market Flash: The Relentless Benchmark
As portfolio managers, we at MV Financial establish benchmarks against which to measure the performance of assets under our management over time. We do this not to obsess over short-term performance – most of our portfolios are established with long-term financial goals and risk considerations in mind – but as...
MV Weekly Market Flash: No More Inversion…For Now
In last week’s market commentary we argued the case for why a near-term melt-up – a giddy rally in the stock market through the remaining months of 2019 – might be in the cards. One week later we see continued evidence that, if not exactly a go-go 1999-style event, conditions...
MV Weekly Market Flash: The Unicorns Are Not Alright
You can’t fool all of the people all of the time, so the saying goes. But the other side of that old chestnut – that you can fool some of the people all of the time – certainly rings equally true. These would be the people who time and time...
MV Weekly Market Flash: Political Drama and Market Indifference
It has been a dramatic week in the world of US politics. In the world of US markets, not so much. On Tuesday, House Speaker Nancy Pelosi announced the initiating of impeachment proceedings against Donald Trump in connection with a whistleblower’s report addressing potential improper dealings with a foreign government...
MV Weekly Market Flash: The Great Rotation That Wasn’t (Again)
If you weren’t listening to the financial chatter this week then you probably missed the Great Rotation. But if for whatever reason you happened to tune into CNBC or Bloomberg News sometime late Monday afternoon then you couldn’t have missed it. Every “factor” and “smart beta” analyst on the planet...
MV Weekly Market Flash: Managing Through Uncertainty
In late November of every year, our team convenes for a series of discussions about how to position the portfolios under our management for the year ahead. Since we manage our clients’ assets around long term financial goals, the changes we make from year to year tend to be incremental...
MV Weekly Market Flash: Japan Led Us All to Wonderland
Before the iPhone, there was i-mode. Seven years before Steve Jobs turned the world on its head with the iconic Apple product, a much stodgier company produced the world’s first smartphone. In 1999 NTT, the incumbent Japanese telecom provider and a byword for “lumbering bureaucracy,” launched a mobile phone service...