During the last two weeks, it appears to be a contest for headlines with the “worst case predictions”. The list includes Dr. Birx, Dr. Fauci, and even the St Louis Fed. At this point, Financial Assets experienced a drop in valuation of about 30% almost instantly. Last week and the week before the Dow hit 18,000 which is about 15% …

This week’s important special briefing on the global financial markets will deliver key facts and dates on the global crisis with investment strategy discussion based upon the mathematics of portfolios going forward. Economic Impact So Far? Key Dates For Stages Of Return To Normal? What Are The Lessons From China And What Do They Tell Us About The Path Forward …

COVID 19 Update – March 18th, 2020 Our prayers for you and your family during this national emergency. We stand determined to help you navigate through the current crisis to success. A temporary global near shut down has occurred and within the U.S. at least a 2-week partial shut-down is taking place to weather, the estimated incubation period of the …

Too Far to Fast? Have U.S. Equity Markets Found the Bottom? Was the Decline Too Much Compared to SARS, MERS, Swine Flu (H1N1)? Were Those “Epidemics/Pandemic” larger? What Was the Dow Performance in Those Years? What Recovered The Fastest and Reliably from 2008 and 2002? Why is April Significant? Where are Potentially the Best Bargains? What Might Be Still Too …

As the markets have entered large corrections, a key strategy has been refined for investors over the past 34 years. Two objectives guide decisions: How could we accomplish record forward net income? What are potentially the best assets for future gains? If you had to sell your home during a week when North Texas is frozen by an ice storm, …

Wow! The panic of 2020 unfolded in less in than two weeks? This week’s program will unravel the key data on the sources of the current crisis along with a clear action plan for investors based upon 2008 and previous successful recoveries. Dow Jones Industrial Average  (Year to Date) – Courtesy of Bloomberg LP Chicago Board Options Exchange Short-term, 10-year, …

What are “Asset Categories?” What is Tactical Asset Allocation? How and when to raise cash as well as increase safety? What to sell at new highs before everyone else? What is “Getting Paid to Wait?” The best tactical allocation moves of the past 30 years? Plus: PappaDean’s corner of financial wisdom! 10 stupid things people do to mess up their …

Larry Kudlow, now Director of the National Economic Council, when a CNBC economist, coined the term “Goldilocks Economy” when the U.S. was on a steady, but slow, growth path with strong financial markets. The forecast grid below illustrates a remarkably similar path forward. This week, we also dive deeper into the relationship between Price Earnings Ratios, Capitalization Rates, and Forward …

Markets resumed their course this week dancing into new high territories creating the perfect time to examine the relationship between Price Earnings Ratios and Forward Expected Returns. What does this tell us about the Investment Asset class and Index Forecasts for the next 5 and 10 years? Dow Jones Industrial Average Index (Year to Date) – Courtesy of Bloomberg LP …

With Ground Hog day, we ask are we reliving an important moment as Investors? Has the mood of Investors shifted? This week underscored what could be an important, unexpected shift in Investor sentiment. This week’s NetWorth Radio fresh report covers market impact from the epidemic headlines. Dow Jones Industrial Average Index (Year to Date) – Courtesy of Bloomberg LP iShares …