by Frederick Ravid, ChFC | Feb 14, 2022 | Market Trends
Historic Geopolitical Tensions and Expectations We do not buy into the narrative that a new European war is inevitable, but this is not a moment to leave you guessing about our preparedness, and where we stand portfolio-wise. What is our strategy as the days unfold?...
by Frederick Ravid, ChFC | Feb 4, 2022 | Market Trends
This contains my observations about todays’ news vs my pro investor’s viewpoint. We’ll cover Inflation, Ukraine, Corporate Strength and the dramatic Meta/Facebook spanking and proposed legislation that might disrupt the ROTH IRA. Narrative Vs....
by Frederick Ravid, ChFC | Jan 3, 2022 | Market Trends
Where is the real power in the USA? Where is the real power in the USA? Over 169 million shareholders¹ in the United States are the sleeping giant of power. The time has come for the giant to awaken according to former Securities and Exchange Commission Chairman and...
by Frederick Ravid, ChFC | Dec 28, 2021 | Market Trends
Market Performance Optimism We remain optimistic about market performance and do not find justification for bearish sentiment that appeared under the fear-inciting Omicron news cycle. Portfolio Rebalances Master portfolio holdings have already been adjusted to meet...
by Frederick Ravid, ChFC | Oct 10, 2021 | Market Trends
Markets reached a high at 3rd week of September, then we saw a inflation anxiety drawdown lasting about 1 month that flattened S&P quarterly return to a mere 0.58% while those clients fully participating in the CFS Master Portfolio exceeded 3% return for the third...
