Commentary

Each month, the BCWM Portfolio Management team publishes an Investment Commentary that examines the latest developments in financial markets and the economy. We filter out the noise and present the information most relevant to our investment strategies and management of our clients’ portfolios.

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Why Inflation is Not a Problem Anytime Soon

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I spent the second week of May at the 64th annual conference of the CFA Institute. The venue this year was Edinburgh, Scotland and I was able to include a couple rounds of golf. It’s truly a wonder how one can experience rain, heat, sun, rain, strong winds and calm sunshine again… all in one…
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If Everybody’s Expecting It, It Probably Won’t Happen

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Last month, Boyer & Corporon Wealth Management was honored as one of the top 25 companies in Kansas City with fewer than 25 employees. We were recognized at an award banquet and as we went up to receive the award, they played a video of Mindy and me... a 60-second video which was edited and…
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Japan Aftershocks

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What occurred March 11th is going to have some interesting and dramatic effects on the course of global economics. The earthquake off the coast of Japan and the ensuing tsunami wave that devastated Japan will have economic repercussions throughout the world for years to come. Japan, the third largest economy in the world (recently passed…
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No New Taxes? Think again.

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I filled my gas tank last night: $55.30. A new record for my Toyota Solera. Last month, it took just under $50 if my tank was near empty. I know you are probably thinking, why do I wait until my tank is almost empty to fill it? Well, it’s a winter thing. I hate getting…
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No Food? Give Us a New Leader!

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Commodity prices are on fire. The cost of food in the past twelve months has exploded. To name a few: Corn          +84% Wheat       +76% Soy Beans +57% Coffee        +87% Live Cattle  +27% In addition, the prices of some non-food commodities like cotton (+150%) are much higher than one year ago. To the…
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