Written Articles

Quoted from Barron’s: Bonds have performed adequately this year. The Bloomberg US Aggregate Bond Index returned 3.1% through March 22, compared with 3% for the S&P 500SPX +0.56% , but it’s worth considering at least a partial allocation to cash. Investors should “be more heavily weighted on the short end [of the curve], versus just buying some type of …

Barron’s: It’s Time to Hedge Your Bets. How to Find the Right Mix of Cash and Bonds. Read More »

Quoted from Barron’s: The 10-year U.S. Treasury Note recently was yielding about 4%, up from around 2% a year ago—thanks to the aggressive rate-boosting regimen of the Federal Reserve, aimed at getting inflation under control. Dan Genter, the CEO of Genter Capital Management, doesn’t expect a wave of payout cuts, though he foresees dividend growth …

Barron’s: Don’t Let Bad News Scare You Away From Dividend Stocks Read More »

Quoted from The Wall Street Journal: Contrarian investment strategy outpaced the Dow Jones Industrial Average for the first time since 2018 By Hardika Singh Investors’ Best Friend in 2022: The Dogs of the Dow Jan. 5, 2023 8:00 am ET The Dogs of the Dow broke away from the pack in 2022.  The popular contrarian investment …

The Wall Street Journal – Investors’ Best Friend in 2022: The Dogs of the Dow Read More »

Quoted from Barron’s: Bond ladders work best for investors who don’t worry so much about market gyrations, says Dan Genter, CEO of Genter Capital Management, which offers muni ladders. “They’re suitable for someone who says, ‘All I care about is getting income; I don’t really care if it goes up or down, as long as …

Barron’s: How to Set Up a ‘Bond Ladder’ That Can Yield 4% to 5% Read More »

Quoted from The Wall Street Journal: Oct. 13, 2022 Earlier Thursday, new data from the Labor Department showed that a reading of U.S. consumer inflation excluding volatile energy and food prices accelerated to a new four-decade high. The so-called core measure of the consumer-price index gained 6.6% in September from a year earlier, the biggest …

Dow Closes More Than 800 Points Higher in Volatile Day – Inflation exceeded economists’ expectations, initially sending stocks lower Read More »

Quoted from Barron’s: There has been a sea of red in municipal bonds, down 11.6% this year, on average. Investors have fled. Muni funds had net outflows of $77.6 billion through August this year, compared with a net inflow of $85.6 billion over the same period a year earlier, according to Morningstar. “The selloff has been …

Barron’s: Bond Yields Are Finally Looking Attractive. What to Buy Now. Read More »

Quoted from Reuters: Data showed new orders for U.S.-manufactured goods increased more than expected in May, showing demand for products remains strong even as the Fed seeks to cool the economy. Separately, business growth across the euro zone slowed further in June and European natural gas prices surged again, reigniting worries of a recession in …

Reuters: US STOCKS-S&P 500, Dow slip as recession fears mount Read More »

Quoted from THE NEW YORK TIMES: Stocks are dropping now because companies and consumers face rising costs nearly everywhere they turn and investors fear that the Fed will clobber the economy as it tries to get inflation under control. The central bank has already raised interest rates twice this year, and Wall Street is bracing for interest …

The New York Times: Bear Market Sends Grim Signal Of Economic Fears Read More »

Quoted from InvestmentNews: “Like back then, the Fed told you this was coming 1,000 yards away. Frankly, the only surprise in all this is that people seem to be surprised about the market’s reaction. And as the Fed exits the market, we will go back to picking stocks based on hard value, true value.” Dan …

Should investors return to playbook that worked in the ’70s? Read More »

Quoted from The Wall Street Journal: Stocks have come under pressure due to concerns about the Fed’s pullback of easy monetary policies as it combats the recent bout of high inflation. Consumer prices rose in April at a slower pace than the previous month, but still faster than economists had expected, data released Wednesday showed. That fueled more worries …

The Wall Street Journal – Dow Falls as Inflation Worries Weigh on Markets Read More »