THE BLOG

27
Nov

Food for Thought

Content provided by Matt Santini, CLS Portfolio Manager I can’t believe I am going to belittle such a wonderful American tradition with micro economic jargon, but it is a must before the tryptophan really skews my thought process.    Economists are usually trained with a simple supply and demand curve providing a beautiful canvas.  They...
26
Nov

10 Market Events to be Thankful for in 2013

Content provided by J.J. Schenkelberg, CLS Senior Portfolio Manager In investments, we are primarily focused on what is going to happen in the future. But, every once in a while it’s worth looking back. In the spirit of Thanksgiving, here are ten market items I can give thanks for in 2013. 1. Equity markets have...
22
Nov

The Benefits of Bonds

Content provided by Paula Wieck, CLS Portfolio Manager How many people have you talked to lately that still feel weary of bonds?  Many of us on the portfolio management and investment research teams have found that the number one concern among investors is why we are still investing in bonds.  We’ve written a decent amount...
14
Nov

The Yellen Confirmation and the Taper Guessing Game

Content provided by Josh Jenkins, CLS Investment Research Analayst Today, Janet Yellen went before the Senate Banking Committee for her confirmation hearing to be the head of the Federal Reserve. Since May 22, when current chairman Ben Bernanke began to discuss the timing of the inevitable wind down of the Federal Reserve’s bond purchase program,...
13
Nov

Holidays for the Markets

Content provided by Kostya Etus, CLS Research Analyst It’s that time of year again. People forget about their problems and rejoice by getting together with friends and family, dressing up in costumes, eating turkey, and most importantly, spending large amounts of money on presents. It’s the HOLIDAYS! With this large inflow of money into businesses,...
12
Nov

Could Rental Bonds be a Golden Goose

Content provided by Nate Wattier, CLS Client Services Manager With the collapse of the mortgage-backed securities market that occurred several years ago, a new breed of bonds has been born (say that 5 times fast).   As home ownership has dropped, single-family home rental has become much more common in an environment where lenders are continuing...
08
Nov

We’re Number One

Content provided by Scott Kubie, CLS Chief Strategist We’re number one! We’re number one! The cry of hopeful college football fans around the country as their teams march to victory (I’m trying to remember what that felt like). While the Huskers are struggling, America has vaulted past Russia to become the top producer of oil...
07
Nov

Discretionary Discretion

Content provided by Grant Engelbart, CLS Investment Research Analyst Spoiler alert…. Our upcoming equity sector commentary for October will reveal that our funds are largely underweight the Consumer Discretionary sector. Naturally, you must be asking yourself, “well why is that?!”  There are a variety of reasons that we have been avoiding discretionary stocks as a...
06
Nov

Spooked by New Highs?

Content provided by J.J. Schenkelberg, CLS Senior Investment Portfolio Manager It seems there has been some concern among retail investors about the fact that the markets have reached new highs.  And if we are at new highs it has to go down, right?  My dental assistant said her 18 year old son started an IRA...
05
Nov

Ignore Short-Term Noise

Content provided by Kostya Etus, CLS Research Analyst At CLS, we tend to focus more on long term trends and ignore much of the short-term noise that can cloud investment decisions. In general, markets go up more than they go down, and over the long term, there is a positive risk premium for investments. A...