Portfolio Update - September 2023

Wilde Capital’s last significant tactical portfolio adjustments in early March were set to address the prevailing conditions of persistent inflation and the Fed’s determination to choke it out through continuing rate action, and concerns about...

Author:

Douglas Wilde

Newsletter and Capital Markets Review - Q2 2023

What goes up must come down. Right? A handy rule of thumb when investing in public markets is that, when the consensus is overwhelming in one particular direction, the best play is often to invest the opposite way. That is for two reasons. One, if...

Author:

Douglas Wilde

Monthly Market Updates - Q1 2023

The US Bureau of Labor Statistics (BLS) reports the annual percentage change of Unit Labor costs for Nonfarm Businesses on a quarterly basis, and for the past four quarters it has been persistently high. The most recent reading as of December 31...

Author:

Douglas Wilde

Portfolio Update - March 3, 2023

It has been a year and a few days since the last major tactical adjustment Wilde Capital made to our model portfolio suites. Since that time the forces that we predicted would weigh on markets played out – equities are lower, rates are higher...

Author:

Douglas Wilde

Monthly Market Update - January 2023

The annual growth rate of the US broad money supply (M2) as of December 31, 2022 contracted for the first time since Fed records began in January of 1959 and yet the US stock market posted one of its strongest January returns in several years...

Author:

Douglas Wilde

Monthly Market Updates - Holiday 2022 Newsletter

It is a holiday newsletter, but not with the most festive tone. Markets have tempered their decline some, but the challenges remain in front of rather than behind us. As expected, the US Federal Reserve increased the Fed Funds target rate by an...

Author:

Douglas Wilde

Monthly Market Updates - Q3 2022

Sometimes information in the market is coming so quickly that it is stale by the time you write about it. The end of Q3 was clearly not the end of a fast moving story, much less a chapter, so we again hit ‘pause’ on the newsletter...

Author:

Douglas Wilde

Monthly Market Updates - Late Summer 2022

In this late-Summer edition of our newsletter, we are going to take a look at the July rally and its precedents in historical bear markets, and then later in the newsletter step through the looking glass and reflect (pun very much intended) on a...

Author:

Douglas Wilde