Momentum & Growth continue to dominate
Momentum & Growth continue to dominate
Diversified US Benchmarks: Winners & Losers YTD
Much like the end of 2023, large cap growth continues to be strong in 2024. As of 2/23/2024, S&P 500 Growth is beating the S&P 500, 9.88% vs. 6.91%.
That being said, there are several other diversified benchmarks that are outpacing S&P 500 Growth.
YTD…
Slaying the Inflation Dragon is Proving to be Difficult.
Slaying the inflation dragon is proving to be difficult.
Many people feel a disconnect between the headline CPI number and their own personal reality. To bring clarity to a sometimes-confusing topic, we turn to our Optimus Inflation Composite, which consists of four separate U.S. Bureau of Labor Statistics’ inflation gauges.
Our Inflation Composite hovered…
Is the Fed really winning the war on inflation?
FEDERAL RESERVE vs INFLATION
The Fed launched a war against inflation. One measurement shows they are winning, but two other measurements have stalled.
When the Fed declared war on inflation in March 2022, the Fed Funds rate target was 0.25% to 0.50%. Now, just 13 months later, after the fastest rate hike cycle in history, their target is 4.75% to 5.00%. Based on the large chart below,…
Optimus Composite Indicators – Confidence
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Strategies for Inflation & Innovation
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New Strategy – Inflation Opportunities
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New Strategy – Tactical Innovation
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Tactical Equity – benchmark crushing performance
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Tactical Equity – One Year Anniversary
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Growth vs Value, A Tactical Perspective
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