Everyone is asking the same question, “Where is the market going and what should I do?” The financial markets at home and abroad are a disaster, and the financial community says the same thing. “Diversify, buy value, buy tech, buy the dip, don’t buy the dip, go to cash, hold for the long term yada, yada, yada.” In the end, everyone has an opinion, and you know what they say…
IPS In The News
Should You Buy the Dip?
What everybody wants to know Is this a good time to buy the dip, hold your current positions, or go to cash? I’ve been in this business for over 30 years, and I have learned some tough lessons: Market timing is a fool’s game. People confuse being lucky for being good. Buying and holding for the long term is a strategy that, near retirement, can keep you working longer than…
Why I still hate annuities: Here are the reasons these investments are bogus (USA TODAY) by Ken Fisher
USA TODAY: Why I still hate annuities: Here are the reasons these investments are bogus by Ken Fisher “I’d die and go to hell before selling an annuity” (to you or anyone). You may have seen me on my firm’s long-running TV ads saying that. Over the top? Yep! That bluntness aims to cut through the soft, misleading, and in my opinion, near-criminal “guarantees” annuity firms have peddled for decades…
Hedging Oil Volatility
Hedging Oil Volatility November 1, 2021 Dominick Paoloni, CIMA®CIO & FounderPortfolio Manager, IPSAXAdjunct Professor, University of Denver& University of Colorado West Texas Intermediate crude is up more than 60% in 2021 recently breaking the 2014 high. Many traders are speculating that with ESG investments hitting 1.65 trillion in 2020 and the Covid-19 pandemic many companies have reduced their CAPEX. Unfortunately, these lower CAPEX levels appear to be insufficient to…
What Makes a Great Financial Plan?
What Makes a Great Financial Plan? September 1, 2021 Dominick Paoloni, CIMA®CIO & FounderPortfolio Manager, IPSAXAdjunct Professor, University of Denver& University of Colorado I have found over my 30 + years in the financial community that most financial plans are very plain vanilla templates. Yes, all financial plans contain the six tenants of Tax Planning, Insurance Planning, Retirement Planning, Estate Planning, Cash Flow Planning, and Investment Planning. Most planners…
The Best Looking Horse in the Glue Factory
The Best Looking Horse in the Glue Factory April 1, 2021 Dominick Paoloni, CIMA®CIO & FounderPortfolio Manager, IPSAXAdjunct Professor, University of Denver& University of Colorado “The Democrats will print money wildly causing the dollar to crash, causing hyper-inflation which will put the market into a tailspin not seen since 1922”. This mantra is being spun by the mainstream media. Since the election, I have gotten a number of calls…
Go Green with a Green Hedge
Go Green With A Hedge January 1, 2021 Dominick Paoloni, CIMA®CIO & FounderPortfolio Manager, IPSAXAdjunct Professor, University of Denver& University of Colorado As the significant environmental and societal challenges facing us in the 21st century become ever more apparent, more and more investors are looking to invest in socially responsible ways. Recognition of the importance and power of sustainable, responsible, and impact investing is leading to a remarkable transition in…
The Perfect Income Strategy
The Perfect Income Strategy September 20, 2020 Dominick Paoloni, CIMA®CIO & FounderPortfolio Manager, IPSAXAdjunct Professor, University of Denver& University of Colorado Jay Powell, the head of the federal reserve bank who controls interest rates has said many times, “We are not thinking about, thinking about raising interest rates for a long, long time”. This means that pensions, endowments, retirees, and investment managers that rely on low-risk, safe income on…
Is Herd Mentality Driving Commodity Hedging?
Is Herd Mentality Driving Commodity Hedging? September 18, 2020 Dominick Paoloni, CIMA®CIO & FounderPortfolio Manager, IPSAXAdjunct Professor, University of Denver& University of Colorado I recently read an article detailing how European airlines lost $4.66 Billion* last year through poorly managed fuel hedges. As a hedging practitioner who teaches commodity and financial markets hedging at the University of Colorado in Denver, I found this to be a textbook example for…
How to Invest Your Portfolio in a Market Bubble
How to Invest Your Portfolio in a Market Bubble February 12, 2021 Dominick Paoloni, CIMA®CIO & FounderPortfolio Manager, IPSAXAdjunct Professor, University of Denver& University of Colorado George Soros, the Portfolio Manager of the infamous Quantum Hedge Fund boasts, “When I see a bubble, I rush in to buy it.” Soros is known for his legendary market returns achieved by investing in bubbles and getting out before they burst. Soros uses…
Will Diversification Survive Zero Interest Rates?
Will Diversification Survive Zero Interest Rates? July 29, 2020 Dominick Paoloni, CIMA®CIO & FounderPortfolio Manager, IPSAXAdjunct Professor, University of Denver& University of Colorado At the time of writing this article, 32% of the global government bond market and 24% of the global aggregate bond market trade at negative yields. Foreign money is pouring into US Treasuries as one of the last places on Earth offering positive yields. This huge…
The Short-Volatility Trade Is Now So Big It’s Starting to Break
The Short-Volatility Trade Is Now So Big It’s Starting to Break By Luke Kawa and Yakob Peterseil – Bloomberg Markets – October 22, 2019,6:02 AM MDT – featuring Dominick Paoloni, IPS CIO & Founder, IPSAX Portfolio Manager& Patrick Hennessy, Head Trader, IPS Strategic Capital – One of the hottest strategies of the bull market for stocks may be getting too popular for its own good, placing billions of dollars and a…
