Bryan

“Yield-Curve Inversion,” occurs when short-term bond yields surpass those of long-term bonds. This unusual pattern, exceeding over 630 days, marks the longest period of inversion since 1970, highlighting investor concerns about the near-term economic prospects. Historically, these inversions have often preceded economic recessions, though they are not foolproof indicators. At Redwood, we are vigilantly monitoring […]

In recent times, the surge in market performance has sparked a familiar wave of FOMO-fear of missing out-among investors, compelling many to rethink their strategies in pursuit of higher gains. Historical patterns reveal a tendency for households to shift significantly towards equity securities during these bullish phases, often driven by the allure of immediate returns.

Stretched Valuations Warrant Caution Price / Earnings of the S&P 500 Index has not been this stretched pre-pandemic in over 20 years. Dividend Yields are also at secular lows. These traditional measures of valuation indicate that caution is warranted. Watch our Intro Video! Learn a better way to invest:

Cash Returns Almost as Much as Bonds Over Decade Investors have been better off staying in T-Bills for the past one, three, and five-year periods. Most of the underperformance began in 2022 when the Federal Reserve began aggressive rate increases. This dramatic reality in public fixed-income is why we have made the adaptations in our

In finance, the “Moving Day Average” averages the prices of a security over a certain number of days (like 10, 50, or most commonly, 200 days) and this helps people see the overall trend of the market. Yet the market, namely the S&P 500 Index, has seen a significant uptick recently, climbing notably above its