Video Presentation
This week I provided an update on our thoughts on DWM investment strategy moving into 2021. In this update I discussed the following topics:
This Week’s Video Update
In this week’s Common Sense video update, I will address a few issues related to economics and the market that I think you might find of interest.
Inflation Reminder
Virtual Event Recording
Last week I presented an online virtual event on how DWM selects assets for inclusion into portfolios. We recorded that presentation for your review. Click here to watch this video on how the research team at DWM makes investment decisions.
A Few Thoughts on 2021
DWM Thoughts on 2021 (video update)
The Election and Investment Strategy
Election Uncertainty
Assessing Volatility Factors
We believe markets will be volatile on a permanent basis. Sad but true.
Research Process
DWM Strategy in Uncertain Times
Volatility
In this week’s video update, I discuss volatility and how it is impacting portfolio strategy. The subtopics covered include:
Why is the Market Rising?
Markets Up?
