Stargazer Asset Management – Weekly March 30, 2020

This week we look at the strife in the Eurozone over Corona Bonds, the pain for small businesses in the US and what else to watch in the near-term.

BY ERIC FILL

SAM Weekly_Mar 30 2020

Other posts

Thoughts From The Divide: Identifying Ducks

BY JON WEBB

While we may have missed getting out our Thoughts From The Divide year-in-review piece before the new year (mea maxima culpa), we did manage to spend some time going through our “best of” and “greatest hits” in anticipation of the changing of the calendar. As usual, there were some repeated themes and tropes, but at the highest level, what struck us was that last year seemed very much governed by the timeless question from the underrated philosopher of science, Whitney Houston: “How will I know?” (closely followed by her observation that “crack is whack”) Read more →

A New Approach to Sector Investing

BY SCOTT DOUGLASS

Many advisors that we speak to believe that it is possible to improve client outcomes through tactical management of sector exposure, but developing the right strategy for doing so can be extremely difficult. Please see attached link to a 15-minute webinar where Craig Cmiel, Managing Director of C8 Technologies US, and Chris McHeffey, Head of US product at C8, will introduce a powerful new tool that can potentially enable advisors to deliver better returns, lower risk, or both through tactical management of sector exposures. This scientific approach might be a great addition to your toolkit. Read more →

NDR Dynamic Allocation Strategy January 2023 Update

BY BRIAN SANBORN

Dynamic Allocation Strategy, indicators, weightings update Read more →

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