Global risk assets celebrate a vaccine and hopefully a return to normal. This latest rally has seen a shift from growth sectors such as technology to more traditional industry and value stocks. Call King Harbor to discuss how your portfolio should be positioned. Read Dow 30,000
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Headline consumer prices (CPI) remained unchanged month over month in October. Core CPI, which excludes volatile food and energy costs, was also unchanged on a monthly basis. Looking at a historical chart of core CPI gives some perspective on how benign inflation is. Central banks are actively working to increase global inflation. King Harbor is [...]
Does your advisor understand what happens when excess borrowing driven by near zero interest rates meets an economic slowdown? If you want to understand the risks in your bond funds and ETFs call King Harbor to discuss. Read Bond Defaults
New businesses are being formed at the fastest pace since 2006, which is how far back this government data set goes. Entrepreneurs see opportunity in the economic chaos created by the pandemic. This is a positive sign for the US economy. Economic actors are optimistic about their long-term prospects. Read New Businesses
In layman's terms, the Federal Reserve will print money to allow the US government to spend as much as it wants. In the past, unconstrained government spending led to higher interest rates. This story fits nicely with Redondo Beach's King Harbor's investment view: too much debt, fiat money and long-term inflation. Read Infinte QE Story [...]
The long-term outlook for the US dollar is vital to understanding the price of nearly every asset. The strength of the dollar is one of the many prices Redondo's King Harbor monitors daily. Read US Dollar Stoty
With central banks flooding the globe with fiat money, it is understandable to expect an uptick in inflation. However, global core CPI and negative interest rates suggest we have some time before we fear inflation. Redondo Beach's King Harbor Wealth Management would to to discuss how to position your portfolio. Read CNBC Article on Inflation [...]
Despite lower mortgage rates, housing starts and building permits declined in June. Los Angeles area home sales declined 12.6%. Housing data is just another economic indicator showing weakness. We increased our wealth advisor client's fixed income allocation months ago, before the increase in bond prices. Read About California Real Estate
As an independent financial advisor in Redondo Beach, King Harbor is free to recommend alternative investments. We feel strongly that every portfolio should own gold. Central banks are working hard to debase their currencies and keep interest rates low. This is the perfect backdrop for gold to perform strongly. Call us to discuss the proper [...]