The Navigoe Blog

Category: Economics

2020 Election and the Market

One of the most hotly contested presidential elections in US history is now just around the corner. Hopefully we will soon know who will be sworn into office in January 2021. The results of the election will surely have wide ranging effects on all Americans on vital matters such as healthcare, foreign policy, judicial appointments,…

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Large and In Charge? Giant Firms atop Market Is Nothing New.

Large and In Charge? Giant Firms atop Market Is Nothing New. A top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1? This sounds like a description of the current US stock market, dominated by Apple and the other FAANG stocks,1 but…

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Modern Portfolio Theory and the 2020 Bear Market

Modern Portfolio Theory, Two Decades of Real Life Investing, and the 2020 Bear Market Summary: Modern Portfolio Theory (MPT) was emerging as the leading scientific investment approach in the 1980s. A small number of firms started implementing the academic strategies of MPT over the course of the 1990s, of which Navigoe was one. Navigoe’s approach…

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Navigoe Update: COVID-19

Following is a letter that was sent to all Navigoe clients on the evening of Thursday, March 12, 2020. Good evening, I hope this email finds you and your family healthy and doing well. For all of us, staying healthy through this current coronavirus outbreak is very important. I want to provide you with an…

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Brexit – The BBC’s sequel to Downton Abbey

The real cause of yesterday’s vote by the British electorate to end its membership in the European Union was actually a well-executed plot by the BBC. With the BBC hit, Downton Abbey, ending after six seasons, the executives were searching for another multi-season blockbuster to help justify their special status as a quasi-public broadcaster. Add…

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Navigoe 2013 Year End Market Review

2013 was a year in which all eyes were on our nation’s capital.  We began the year on the cusp of going over the fiscal cliff.  We endured the sequester, the beginning of the Fed QE taper, and even a government shutdown. Through it all, the markets continued their ascent up the proverbial “wall of…

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"What's a Bubble?" or is that even the right question?

NPR recently interviewed Eugene Fama and Robert Shiller, two of the three winners of this year’s Nobel Prize in Economics.  As NPR notes, they are an odd couple to be honored together.  Shiller gained fame by identifying two recent major bubbles, the stock market in the late 90s and the housing market in the mid…

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