Many professional investors think the bond market is a better forecaster of future economic strength than the stock market. What is the bond market currently telling us?  One bond market indicator, credit spreads, is signaling the coast is clear and current labor market softness will not take down the overall economy.  After all, growth in real GDP is running at about a 3% annual clip.  Credit spreads are the difference in yield between high-yield (junk) corporate bonds and investment grade corporate bonds.  Investors demand a higher risk premium (spread) on high-yield debt when the economic outlook is unclear or deteriorating.  But currently, risk premiums on high yield corporate bonds are eying cycle lows from last year given the assumption Fed rate cuts should support economic activity without much fear of damaging inflation.  Bottom line:  this bond market indicator is giving the all-clear to risk assets.

We would like to give you an update on the ChatGPT versus Netscape chart since their respective releases in 2022 and 1994. The Netscape browser launched the dot-com boom of the 1990s.  The release of ChatGPT in October 2022 kicked off the AI boom.  The chart patterns are very similar, as shown below:

                               Nasdaq Composite % Change in the 5 Years After Netscape Release vs. ChatGPT Release

Source:  Bespoke Investment Group

There is no guarantee this close tracking will continue, but if the pattern holds, the AI boom has years left of runway.

 

ALL EYES ARE ON THE FED

 

According to the CME FedWatch site, there is a 94% probability the Fed will cut by 25 basis points at tomorrow’s meeting, and a 6% chance the cut will be a half-percentage-point.  What’s most important is that this is not viewed as a one-and-done cut.  Rather, three total cuts of 75 basis points are expected by investors this year, and another 2-3 cuts of 25 basis points each in 2026.  Clearly, the markets are expecting the Fed easing cycle to resume in earnest.

The FOMC has made it clear their concern over labor market deterioration outweighs any potential risk to inflation expectations from tariff-driven goods inflation.  Let’s look at what the Fed is likely to discuss at their two day meeting:

First, tariff-driven inflation is running above 2% and accelerating.  Tariff prices are not hitting all at once.  Instead of a one-off shock, tariff inflation is dribbling into the economy.  This raises the odds it will be viewed as more permanent by consumers.

The employment situation includes three major policy shifts this year that have had a major impact on payrolls.  First, tariffs led to a surge in uncertainty and plunging business confidence earlier this year.  It is no surprise that this uncertainty led to a sharp drop in net job creation in the middle of the year.  Second, government employment has started to drop as a result of changes announced by the Trump administration since January.  Third, deportation, while difficult to quantify, has been a factor in payroll reduction.  Taken together, these three factors make a significant slowdown in job creation seem like the most probable outcome.

The resumption of the easing cycle may be good for stocks, especially since there is little fear of a widespread recession at this point.  Lower rates will ease the discount rate on future cash flows from corporations which push up a stock’s intrinsic value.  Lower rates also make bonds less competitive as an alternative to stocks, among other factors.

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Knowledge – Results

Experts in Risk Management

Are you prepared for the next market correction or financial crisis?

Knowledge – Results

Experts in Risk Management

Are you prepared for the next market correction or financial crisis?

Knowledge – Results

Experts in Risk Management

Are you prepared for the next market correction or financial crisis?

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This is achieved through an ongoing assessment of market risks given your specific financial situation and goals.

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Leadership Team

Richard Furmanski

Richard Furmanski

CFA

has been a portfolio manager and analyst for over 35 years. He manages conservative, tax-efficient portfolios for both pre-retirees and retirees. His lower risk approach appeals to investors who want less volatility and competitive risk-adjusted returns.

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Mary Ellen Adam

Mary Ellen Adam

Director of Operations

has been in office administration for over twenty years. Her experience includes customer service, firm operations, and office administration. She interacts with our clients on a day-to-day basis and handles any requests that may arise.

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Frequently Asked Questions

If you can't find the answer to your questions here, feel free to give us a call at 847-847-2505

Do you manage both stock and bond portfolios?

Yes. We build a portfolio of conservative, high-quality stocks and hold them for the long-term. The average holding period is 4 – 5 years. Our focus is on stocks that are suitable for retirement portfolios.

Our high-quality bond portfolios are designed to provide both income and stability of principal. Bonds provide the anchor for balanced accounts (those holding both stocks and bonds).

What is your investment philosophy?
We take great care in purchasing only high-quality stocks and bonds intent on a multi-year holding period. Portfolio turnover and taxable realized gains are modest in comparison to other active managers. We do not time the market but will become more defensive, in terms of stock holdings, when market conditions warrant.
Will the portfolio be managed in accordance with my financial goals?
Yes. Each of our clients has a custom-tailored portfolio. These custom portfolios are designed to meet specific client objectives with a thoughtful approach to specific constraints such as risk tolerance. And as each client’s situation changes, the portfolio does as well. There is no cookie cutter approach.
What kind of expertise do you have and how can that help me in difficult markets?
We have been working with high-net-worth clients like you since 1982. Over that time we have helped them to navigate several bear markets and financial crises (including the stock market crash of 1987). We hold the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.
Are you sensitive to taxes when managing portfolios?
Yes. Our holding period for an individual stock averages 4 plus years which means our turnover is low and realized gains can be carefully managed. Further, where possible, we tax loss harvest small losses as a way of offsetting gains taken elsewhere in the portfolio.
How have you performed?
Results will differ by client and the level of customization but we have provided competitive investment returns for many years.
How do you charge for your services?
We charge a management or consultant fee based upon the size and level of customization of the account. As the account grows, we benefit together.

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Stay up to date with all of our latest comments and analysis.

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