Keeping your eyes peeled for these rarely-seen macroeconomic birds – the bear steepeners – and risk managing them is a key part of smooth-ride investing. Read more about it in our CIO Bob Haber’s latest @forbes column: forbes.com/sites/bobhaber/20…
Stocks see blue skies while the bond market, predicts heartache for the economy around the next bend. Both could be befuddled by Bidenomics. See what @Proficiocap’s CIO Bob Haber has to say about it in his latest @Forbes column: bit.ly/45hUWfB
The service economy is booming, labor market tight, and core inflation measures creeping up. Today nominal growth is strong and the Fed is chasing labor-based inflation. Should we expect a recession? Our CIO Bob Haber discusses in his latest @Forbes column bit.ly/3YxMgO4
2022 started with most in the bull camp and it turned into a brutal year for equity and fixed income markets. For 2023 many are forecasting a recession. What could the bull case be? Our CIO Bob Haber discusses in his latest @forbes column: bit.ly/3GLeTSt
2022 has left investors with few places to hide on the asset allocation frontline. @ProficioCap CIO Bob Haber discusses where to go now in his latest @Forbes column bit.ly/3Po1Ngu
@ProficioCap is expanding into the rapidly emerging global financial center of South Florida. The office will be led by Richard Blond, Managing Partner and another veteran presence to the investment committee. story.cd/AAT6fa
In his latest @Forbes column our CIO Bob Haber notes stocks, bonds, and gold are all in bear markets. Only cash is in a bull market. Read how he’s managing in this bear market bit.ly/3Rd8guC
Long term we’re still skeptical of the value hypothesis for bonds. After inflation & taxes, we don’t believe long dated interest rates offer multi-asset portfolios enough return relative to risk. @ProficioCap CIO Bob Haber discusses in his @Forbes column: bit.ly/3lXGGE7
Rocky & Bullwinkle’s Russian bad guy Boris famously said: I drop bomb on Moose & Squirrel, who gets blown up? Me! Today’s its: I drop bomb on Ukraine, who gets blown up? Russia! Who wins? North American energy industry. Read Bob Haber’s new @Forbes column bit.ly/3t5JV02
Latin for the machine in reverse, contra machina, sums up our current dilemma. Wake up, we believe its contra machina, the machine is running in reverse and it’s not pretty for risk assets. @ProficioCap CIO Bob Haber talks about this in his @Forbes column: bit.ly/3PPhxsY
The process we have developed for #Bitcoin stands on three legs – Market share, correlation statistics, and fundamental models. @ProficioCap CIO Bob Haber discusses in his latest @Forbes column bit.ly/3M1BzgQ
Listen in on what @ProficioCap CIO Bob Haber had to say on @BloombergRadio about the tight spot #TheFed is in right now (start at the 52:30 mark): bloom.bg/37mKDP1. Will there be a growth recession in real GDP later in 2022?
About once a year, allocators must decide – buy the equity correction or take shelter from the coming storm. Our CIO Bob Haber asks in his latest @Forbes column: Do you hold ‘em or fold ‘em? bit.ly/3xigWsK
Amid inflation concerns and multiple Fed rate increases predicted, long dated US Gov. Bonds look attractive to contrarians. @ProficioCap’s CIO Bob Haber gets into the details in his @Forbes column bit.ly/3tcMgFI
We are about to enter largely unchartered waters over the next few quarters. Usually when the sample size is small the potential is big. @ProficioCap CIO Bob Haber discusses market opportunities in his @Forbes column: bit.ly/34cdtzY
So, what happens if the new religion in Washington of “returning to the regular order” starts to stick? What does regular order portend for portfolios? Read our CIO, Bob Haber's latest @Forbes column to get his take on it bit.ly/33ylSNN
Our CIO Bob Haber has been advocating higher equity positions than indicated by classic valuation measures. He still thinks that’s right but warns you should know where the exit doors are. Read his latest @Forbes column for more: bit.ly/3CIeYBY
At Jackson Hole, Powell, congratulated the #Fed on meeting their inflation objective, continued with #zerointerestrates and money printing. @Proficio CIO Bab Haber explains why its a dangerous game for the markets and economy in his @Forbes column bit.ly/2VlV1jU
The most powerful monopoly in the US today is #TheFed. It’s distorting price signals, and there have been enormous consequences. @Proficio CIO Bob Haber discusses this in his latest @Forbes column bit.ly/2VawVbr
The biggest debate in the market is whether current #inflation levels will stick. Our CIO Bob Haber gave his take on this with @BloombergRadio bloom.bg/3hL67pW