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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January 2008 Investment Commentary

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As expected, the Federal Open market Committee (FOMC) reduced the Fed Funds Rate at their December 11th meeting. The rate was reduced by ¼ % to 4 ¼ %. The Fed was criticized by some for not reducing the rate more (to ease credit, stimulate the economy and avoid a recession). The Fed was also…
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December 2007 Investment Commentary

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On Tuesday, December 11, the Federal Open Market Committee (FOMC) will meet and their primary concern has to be the continued sub-prime mortgage mess and the credit crisis it has created. We are fairly certain the Fed will cut the Fed Funds rate by ¼%, conventional wisdom thinking this will rescue the US economy. We…
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November 2007 Investment Commentary

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It has been almost two full months since we established Boyer & Corporon Wealth Management, LLC. During that period we have seen the Federal Reserve reduce the fed funds rate twice, watched the dollar decline vs. almost all major currencies and have seen oil trade in excess of $96 per barrel. The Federal Reserve has…
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