Welcome to the Client Club Room, a gateway to access your Brotherton investment accounts at Fidelity, or to submit a quick service request to the Brotherton service team.
In addition please find up to date graphs of market data, economic indicators, several handy financial calculators and our most recent market updates.
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April 18, 2012 Market Update
Stocks rallied significantly for the quarter and bonds generally were flat, with the dollar rising and gold falling. The trading volume of stocks on up days continues to be weak, while on down days, is much higher. So far this month the S&P 500 has given up nearly one fourth of its returns year to date. I can’t help but feel an eerie similarity to this time last year, as the effects of Federal Reserve intervention created another “risk on” rally, without the economic fundamentals to support it. Like Yogi Berra says, “It’s...
read moreWhy we think this most recent stock rally is another head fake: Conclusion
Many analysts, gold bugs, and media pundits are shouting that hyperinflation is just around the corner, but our research concludes that we have been in a hyperinflationary spiral for over a decade. Apparently, “denial ain’t just a river in Egypt” may hold true, as seniors are forced due to Federal Reserve intervention, to take undue risk with their life savings in order to maintain their standard of living. Just look at the decline in the value of the US dollar and the massive increase in the price of gold, and one can clearly see that...
read moreWhy we think this most recent stock rally is another head fake: Part 4 Domestic and Global GDP
This research article is meant to explain why we have continued to be very conservative with our client’s assets, and why we have continued to maintain a very low level of both volatility and correlation relative to the equity markets. Domestic and Global GDP The US Gross Domestic Product grew at 1.7 percent for 2011, and the Economic Cycle Research Institute (ECRI) has stuck to their guns predicting that we will enter into another recession later this year. The charts below demonstrate their indicators of when a recession will occur. ...
read moreWhy we think this most recent stock rally is another head fake: Part 3 Weak Volume
This series of research articles is meant to explain why we have continued to be very conservative with our client’s assets, and why we have continued to maintain a very low level of both volatility and correlation relative to the equity markets. Weak Volume The buy side volume has been extremely low ever since this most recent rally began in October. Ironically, most retail investors have been selling out of equity mutual funds over the past month or so. Where is the buying coming from? Most of the buying has come from stock...
read moreWhy we think this most recent stock rally is another head fake: Part 2 Equity Valuations
This series of research articles is meant to explain why we have continued to be very conservative with our client’s assets, and why we have continued to maintain a very low level of both volatility and correlation relative to the equity markets. Equity Valuations Contrary to what many people are saying in the media, domestic stocks are not cheap. Never before have we seen valuations this high if we were indeed at the end of a long term bear market cycle. Many believe the worst is now behind us, however we disagree. Because of revisions...
read moreWhy we think this most recent stock rally is another head fake: Part 1 Employment
This series of research articles is meant to explain why we have continued to be very conservative with our client’s assets, and why we have continued to maintain a very low level of both volatility and correlation relative to the equity markets. Employment The employment picture is not as rosy as one might think, especially when we consider young people attempting to enter the work force, the growth of the adult population overall, and alternative measures of long-term unemployment. According to the Bureau of Labor and Statistics (BLS),...
read moreJohn Brotherton’s March 7, 2012 Market Update
John Brotherton’s March 7, 2012 Market Update
read moreJohn Brotherton’s March 2, 2012 Market Update
John Brotherton’s March 2, 2012 Market Update
read moreJohn Brotherton’s February 27, 2012 “As the Market Turns”
John Brotherton’s February 27, 2012 Market Update
read moreJohn Brotherton’s February 24, 2012 “As the Market Turns” Radio Update
John Brotherton’s February 24, 2012 “As the Market Turns” Radio Update
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