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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Democracy Can Be Ugly

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This is written a little later than usual. The alleged deadline for Congress to raise the debt ceiling was August 2nd, so I didn’t want to write an investment comment on August 1st with potentially significant news coming out the next day. After the debt ceiling was raised, investors discovered all sorts of other things…
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Thirty Years of Investing

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Thirty years ago today (July 1st) I got my start in the investment industry as a stockbroker at a firm called Kidder, Peabody & co. I was reminded of that today when I walked into the office and there were signs and balloons (30 of them) congratulating me for… surviving? Technically I think they were…
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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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