As with several other portfolios I don’t intent to be fully invest in all asset classes other than SCHO. Instead of holding cash in a money market I move cash into short-term treasuries (SCHO) where the current interest rate is 4.0%. As dividends come in I will pick up a few shares in income generating […]
Financial Repression: Part IV
Appointment of a new FED Chairman caused me to dig into what is known as Financial Repression. For another explanation of the term check out the following quote. “The term “financial repression” was coined in 1973 by Stanford economists Ronald McKinnon and Edward Shaw. They introduced the concept to describe government policies—such as interest rate […]
Einstein Asset Allocation Portfolio Update: 5 December 2025
Einstein is one of several portfolios set up to resist major market draw-downs. Should we encounter a recession in 2026 there is likely no place to hide other than to short the equities market. Historically the stock market trends up so shorting the market is definitely bucking the long-term trend. This is why I […]
Recession: Will Equities Drop In The Next 18 Months?
There are two reasons for posting this blog. With Recession in the title, readers a year from now can Google the word and come up with this post showing when ITA was sounding the alarm for the coming recession – or worse. In fact, I have been hinting at the coming market draw-down for months. […]
Darwin Portfolio Review: 31 October 2025
US Equities reached new all-time highs again this week as the SPX (S&P 500 Index) closed the week ~0.7% higher than last week’s close: After hitting the new highs on Wednesday the markets sold off a little on higher than average volume on Thursday but the uptrend remains firmly in place.
Rutherford-Darwin Portfolio Review: 3 October 2025
Another bullish week in US equities with the SPX (S&P 500 Index) hitting more new all-time highs and closing the week a little over 1% higher than last week’s close:
Rutherford-Darwin Portfolio Review: 26 September 2025
This week saw a small ~0.25% pullback in US Equity markets (S&P 500 Index) but we are still consolidating at the ~6500 level:
Rutherford-Darwin Portfolio Review: 19 September 2025
It was another bullish week in the US Equity markets with the SPX (S&P 500 Index) again making new highs: We have broken through the 6450 resistance zone and are now sitting at the ~6650 level. There is still no evidence of the historical September weakness in the US equity markets as we continue to […]
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