Zach Jonson, Chief Investment Officer at Stack Financial Management, discusses some of the positive technical signals to start this year. From a strategic standpoint he stresses patience, as the many macro-level headwinds today suggest that the market will either retest prior lows or set new ones.
In this webcast the SFM Portfolio Management Team examines the tug-of-war between recent technical strength and macroeconomic weakness. Additionally, they discuss how our active and nimble investment process will both manage risk and seek opportunity in the year ahead.
Our CEO and Founder, Jim Stack, was once again featured on Barron’s Advisor – The Way Forward podcast. Their conversation covers his historical perspective on the Fed's current predicament, sectors and stocks for the current environment, and sage advice for investing through this bear market.
The SFM Portfolio Management Team discusses the path for inflation and the economy going forward, examines a major risk for the 2nd half of 2022, and offers our rules for investing in a bear market.
Zach Jonson, Chief Investment Officer at Stack Financial Management, says that the current lack of bullish confirmation from long-term breadth and leadership indicators suggests that recent gains are more likely a bear market rally rather than the start of a new bull market .
Our CEO and Founder, Jim Stack, was recently interviewed by Barron’s and is featured on Barron’s Advisor – The Way Forward podcast.
Zach Jonson, Chief Investment Officer at Stack Financial Management, says that inflationary pressures that haven't been seen in over 40 years and the tightest labor market in history mean that, "This is not your father's market," and investors need to go old school and get more defensive.
The SFM Portfolio Management Team examines three key macroeconomic themes heading into 2022, and answers questions about portfolio positioning for the year ahead - including specific strategies and portfolio holdings.
Zach Jonson, Chief Investment Officer at Stack Financial Management, discusses the information being conveyed by market internals today, including some of the technical damage he sees in market breadth and speculative investor sentiment, despite an S&P 500 Index that is pushing up against its all-time high.
Zach Jonson, Chief Investment Officer at Stack Financial Management, says that the market is reaching all-time highs with 'weaker and weaker breadth and more narrow selectivity,' and that this dichotomy indicates that the risk of a correction is rising.
Jim shares stories and historical knowledge that shaped him as an investor and the lessons learned along the way. They also discuss the development of select key technical indicators and the role they play in the current market environment.
The SFM Portfolio Management Team examines the dynamics stemming from the COVID-19 pandemic, reviews current market and economic conditions, and outlines SFM portfolio positioning for the path ahead.
You are now leaving the Stack Financial Management Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.
Schwab is a registered broker-dealer, and is not affiliated with Stack Financial Management or any advisor(s) whose name(s) appears on this Website. Stack Financial Management is independently owned and operated. Schwab neither endorses nor recommends Stack Financial Management. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Stack Financial Management under which Schwab provides Stack Financial Management with services related to your account. Schwab does not review the Stack Financial Management Website, and makes no representation regarding the information contained in the Stack Financial Management Website, which should not be considered to be either a recommendation or a solicitation by of any offer to purchase or sell any securities.