Is the bear making its move? What should investors do?

The last few weeks the global markets have been hit pretty hard. In June alone the S&P 500 was down nearly 3%! However this volatility was not unexpected (we talked about it in our June commentary). In fact we welcome this recent volatility! In our latest market commentary video we explain the following*: Review the global markets and sectors . . . is the bull market over? The current global fireworks including the turmoil (or dumpster fire) in Greece. How to take advantage of current market volatility: Different strategies for investing and trading. We end our video with some exciting news including some new services that Iron Gate Global Advisors will be rolling out in the near future. If you have any questions don’t hesitate to reach out, email me at brett@igga.dev.      
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Categories: Markets and Strategy.

Global Market “Risk-on” or “Risk-off”?

Things are happening just like we said it would. In our latest market commentary video we said that you would hear some negative things about the market and economy and the market will increase in volatility. It should come as no surprise to those that listened because that’s exactly what is happening. Over the past week I’ve heard and read a lot of bearish comments about the economy and stock market . . . from rising rates will destroy the bull market to the notion that we are still recovering from the 2008 recession.  I hope you listened to the video and are heeding our advice as it shed light on how you should be reacting to what’s happening. To continue along the same theme in that market commentary video, there is a term in the market known as “risk-on” “risk-off.” When the market is “risk-on” people are more optimistic, the market is
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Categories: Markets and Strategy.

Don’t run from the market volatility – embrace it!

Like we discussed in our most recent market commentary video, investors like to sell in May . . . and that is exactly what investors are doing! The first two trading days of May haven’t been the best if your relying on short term bullish trades to make you money. In fact, I’ve had a few phone calls and emails from folks wondering if the bull market is over or if the market is finally due for a bearish correction. While no one knows for sure what’s going to happen, there are a few things that I would tell the investors and traders of the world. Investors: I would urge anyone with money currently in the market to relax . . . stay the course, ignore the volatility and focus on the long term trends (which are still bullish) and the global fundamentals (which are not in the danger zone as
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Categories: Markets and Strategy.

The Return of the Global Markets

The following is a portion of Iron Gate Global Advisors letter to clients. We removed specific investment advice, stock reviews and advice. That is for our clients only. For more information contact Brett Pattison at brett@igga.dev.  As the name of our firm mentions, we are global investors. We like to search the globe for those markets, countries and companies that are cheap (from a valuation perspective) and poised to grow. Over the past three years we have been allocated primarily to the good ole U.S. of A. This has turned out to be the right decision as the U.S. market (S&P 500) has out-performed the other global markets by 58.95%. The table below shows you the 2011 – 2014 performance numbers for the global markets. As we entered 2015 Brian and I talked with one another, and many of you, about the real possibility that the U.S. markets incredible streak
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Categories: Markets and Strategy.

What to do when the market is down 2%

Finally! A kick in volatility! Here’s some quick advice to both investors and traders. Investors: Don’t do anything. Relax. Stay the course. If the market volatility has you so freaked out then you need to seriously consider having someone else make the decisions for you. Traders: Take advantage of this volatility! Here’s a few ideas . . . Sell some puts. Be a contrarian and sell some puts on stocks that you wouldn’t mind owning. Stocks that have gotten away from you the past few months. Sell some iron condors. With the month of May fast approaching (where the market typically does nothing), we could be stuck in a trading range for a month or two. Take advantage of that by selling an iron condor. Below is an idea of how to construct it. Of course it’s just an idea NOT a recommendation. Sell some put spreads. If your portfolio
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Categories: Markets and Strategy.

A much needed boost for industrials

The Industrial sector has been one of the biggest disappointments for us so far in 2015. Typically it’s a sector that outperforms the market, and most other sectors during this time of the year. In fact historically since 1950 between the months of Oct. – April, it’s the third best performing sector. (see below).                             This year things have been different, not enough to destroy our confidence in historical returns, but it has been different. Growth has been lagging in the industry as a result of global growth in key countries slowing and an energy sector that has been decimated. The 2015 YTD performance of the industrials sector, as of yesterday was -.71%. As we always do, we worry about our clients money. Knowing that you can’t always get everything right all the time, the poor performance of
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Categories: Markets.

Will the market volatility continue in April?

In this video IGGA Portfolio Manager Brett Pattison reviews what happened in March in the global markets. He also discuss what may happen in April as well as what “sweet chicken” is all about. For Iron Gate clients this video will help resolve any concerns you may have had with recent volatility. To discuss any of the items in further detail please contact Brett Pattison at brett@igga.dev.
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Categories: Markets and Strategy.