Weatherstone Capital Management is an SEC Registered Investment Adviser and money management firm that utilizes active money management strategies that are designed to generate strong returns while reducing the level of risk that is found in most stock and bond market investments. Our goal is to provide investment programs that generate strong returns relative to the amount of risk that is taken.
Past performance is no guarantee of future results. The opinions expressed in this podcast are those of the manager and are current through the date of the broadcast. The manager's views are subject to change at any time based upon market and other conditions, and no forecast can be guaranteed. This material does not take into account any investors particular investment objectives, strategies, tax status, or investment horizon. Information contained in the commentary has been obtained from sources that we believe to be reliable, but its accuracy and completeness are not guaranteed. This material has been distributed for informational purposes only and should not be considered investment advice or a recommendation of any particular security, strategy or investment product.
November 2018 Market Update
In this episode, Michael addresses the post-midterm election environment for the financial markets, how they have historically performed, and what investors might expect for the remainder of 2018. Additionally, Michael discusses the late October equity market drawdown and economic weakness outside of the U.S., that may result in a global, ex-U.S. recession.
June 2018 Market Update
In this episode, Michael discusses the performance of the markets throughout May and the slowdown of growth in emerging markets. Additionally, he discusses seasonality and its impact on stock and bond performance.
February 2018 Market Update
In this episode, Michael covers the increase in market volatility over the past several weeks, as well as the market correction many investors were anticipating. He also discusses how Weatherstone's portfolios are currently positioned and where he is seeking out opportunities heading into Q2 of 2018.
January 2018 Market Update
In this episode, Michael briefly recounts general stock market performance for 2017. He also shares Weatherstone's 2018 outlook, the potential impact of interest rate hikes by the Federal Reserve, and where he and the investment team view positive opportunities to capitalize on in both equities and fixed income.
December 2017 Market Update
President and Lead Portfolio Manager, Michael Ball, provides Weatherstone's December 2017 market update. In this episode, Michael covers the performance of various asset classes for the month of November and the possibility of a 5% market correction. Additionally, he discusses the current positioning of the Weatherstone model portfolios, as well as any anticipated changes as we move toward 2018.
November 2017 Market Update
Lead Portfolio Manager and Founder, Michael Ball, provides Weatherstone's November 2017 market update. In this episode, he discusses seasonality and economic factors that have positively impacted global stock market performance. Additionally, he addresses points of interest that could signal a broad U.S. market reversal.