Chris Ciovacco

Contributor since: 26 Feb 2010

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• The Reverse Wealth Effect

  Published 09 June 2008 | viewed 4,440 times

  In our current global economic environment, the number of moving parts for the individual investor to track and attempt to analyze is often overwhelming. Without…

• Economic Realities Continue to Favor Inflation

  Published 27 May 2008 | viewed 2,900 times

  Prior to the holiday weekend the markets learned the median price for existing home sales declined 8% from the year-earlier period. More concerning was the…

• Technicals and Fundamentals Remain Weak

  Published 26 March 2008 | viewed 3,257 times

  While there is no question stocks are trying to form what market technicians call a double bottom, not much has really changed in recent weeks…

• Technical Breakdowns May Call For More Hedging

  Published 12 February 2008 | viewed 3,557 times

  "I think the necessity of being ready increases." ~ Abraham Lincoln Based on recent technical breakdowns in many risk-based investments (see Graph 1), the probability…

• 2008 Asset Class Outlook

  Published 16 January 2008 | viewed 6,240 times

  January 2008 2008 Off To Rocky Start As we all know, asset markets do not like uncertainty. With SIVs (structured investment vehicles) and countless shaky…

• The Future of Investing: The National Debt, Social Security, and Medicare All Point Toward More Inflation

  Published 14 January 2008 | viewed 5,334 times

  As volatility increases in 2008, it will be important for us to continue to focus on the most important fundamental drivers of asset prices. If…

• Not Yet Time To Throw In The Towel

  Published 20 December 2007 | viewed 4,798 times

  "He who sees the action that is in inaction is wise indeed." Bhagavad Gita (6th Century B.C.) With more bad news surfacing almost daily on…

• 1981 or 1998: Stock Market Behavior Following Consecutive Fed Rate Cuts

  Published 01 November 2007 | viewed 5,708 times

  With the Federal Reserve cutting rates two times in the last six weeks, investors are considering both sides of the stock market coin: HEADS: Should…

• Lower Rates and the Relative Performance of Investments

  Published 05 October 2007 | viewed 3,338 times

  To recap the main points above: Wall Street places a strong emphasis on the impact of the Fed's actions on asset prices. Lower interest rates…

• Asset Class Behavior Following Fed Rate Cuts

  Published 01 October 2007 | viewed 4,607 times

  "The dollar has been sliding since the Fed last week cut interest rates by a larger-than-expected half percentage point. Since then, disappointing U.S. economic data…

• Stock Market Behavior Following Fed Rate Cuts

  Published 19 September 2007 | viewed 5,068 times

  "Developments in financial markets since the Committee's last regular meeting have increased the uncertainty surrounding the economic outlook. The Committee will continue to assess the…

• Yields May Not Be A Threat Yet

  Published 15 June 2007 | viewed 3,489 times

  With the rising yield of the 10-year Treasury note spooking the markets, it may be worth a historical look vs. the S&P 500. The chart…

• Asset Class Outlook Favors The Bulls

  Published 01 June 2007 | viewed 3,912 times

  "The bull market is going to go on forever. Unless of course, it doesn't. Often in economics, things that ought to go on forever, such…

• An All-Weather Portfolio Using Multiple Asset Classes

  Published 08 March 2007 | viewed 4,394 times

  "Watch the costs and the profits will take care of themselves." Andrew Carnegie (1835-1919) This article is part of a continuing series on asset allocation,…

• Upgrading Your Asset Allocation In 2007

  Published 05 January 2007 | viewed 5,964 times

  "A complacent satisfaction with present knowledge is the chief bar to the pursuit of knowledge" B.H. Liddell Hart (1895-1970) As mentioned in last week's article,…

• Are You Really Diversified?

  Published 29 December 2006 | viewed 4,420 times

  "False" Diversification May Prove Costly In 2007 "Every great mistake has a halfway moment, a split second when it can be recalled and perhaps remedied."…

• Friday's Employment Report: Reaction May Be Telling

  Published 06 December 2006 | viewed 4,334 times

  ADP Report Points To Stronger Than Expected Employment Reading On Friday Morning "NEW YORK (MarketWatch) -- The dollar rose against other major currencies after a…

• FED Speak: Bark, No Bite

  Published 17 November 2006 | viewed 3,487 times

  Use Some Common Sense When Listening To Fed's Comments "Members agreed that the statement to be released after the meeting should continue to convey that…

• The U.S. Dollar vs. Gold: You Should Care

  Published 02 November 2006 | viewed 15,063 times

  As the chart below shows, the money supply in the United States has increased dramatically since 1994. Increasing or "inflating" the money supply helps create…

• A Soft or Hard Landing?

  Published 23 October 2006 | viewed 6,230 times

  Is The Stock Market Right? - Current Environment The bond market and the stock market have been at odds in recent weeks. With the recent…