Discover Pendragon Capital Management’s view of the financial markets and some of the thoughts that go into our investment decisions.
There is nothing so disastrous as a rational investment policy in an irrational world.”
John Maynard Keynes
What value does financial planning bring to your life? Ultimately, it helps you plan for the unexpected in life so you remain financially sound. This article explores the different life stages, highlighting how planning can benefit you financially along the way. The Game of Life and Financial Planning at Every Age Are you familiar with…
Here follow perspectives on the market given a nervous start to 2025 to help set expectations for your investment portfolio. Concerns About the Stock Market in 2025 The stock market has struggled in recent weeks as concerns have grown around interest rates, market valuations, the direction of the economy, and more. Some industry sectors, like…
What would you say to resolutions that simply require attention at the beginning of the year to provide you with value? That’s what you’ll find with the 9 financial resolutions detailed below. Unlike traditional New Year resolutions that often wind up abandoned before January’s even over, these aren’t too time-consuming, complicated, or unpleasant to stick…
How does the national debt affect investors, especially when it is so large? Let’s explore. According to the U.S. Treasury, the national debt is quickly approaching $36 trillion, a fact that has fueled concerns among investors and economists. This means that the federal debt has nearly quadrupled since before the 2008 global financial crisis, and…
Consider giving the gift of investing. The season of giving is upon us. That brings agonizing over what presents and gifts to give kids, grandchildren, or Godchildren. Instead of buying the same old gifts, maybe it is time for something different? Can you think of any better gift than one that grows over time and benefits…
Rising oil prices tend to conjure frightening thoughts: rampant inflation, and rising transportation and energy costs. You might even flashback to the 1973 Arab oil embargo and how it led to severe gasoline shortages… Yet, rising oil prices can also be a natural byproduct of healthy growing economies. Middle East Conflict and Oil Prices With…
Investing for retirement can be nerve-racking especially when the news cycle seems fixated on amplifying market turmoil. As an investor, you may be concerned when the onus is increasingly on you the individual investor to plan for retirement. Increased Market Uncertainty From President Biden’s announcement that he will not be seeking re-election, to a rotation…
As an investor, have you considered what broadening market performance means for you? Let’s explore. From the Magnificent 7 to a Broader Set of Sectors Over the past week, there has been a change in the internals in the stock market. With a positiveCPI report, the prospect of lower rates has re-entered investor sentiment. We…
The transition to renewables from fossil fuel generation is happening around the world. As an investor, you’ll want to consider the opportunities while remaining aware of the risks. Renewables Replace 20% of European Fossil Fuel Energy Generation According to a June 3, 2024 Reuters article titled EU wind and solar growth displaces fossil fuel generation,…
Earnings play an important role in guiding investors, particularly during difficult markets. With markets nervous about stubborn inflation, a gradually slowing labor market, and the timing of the first Fed rate cut, investors are more focused on this corporate earnings season than usual. This is because while the economy has avoided a “hard landing” corporate…
