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IronBridge Private Wealth

Forward with Confidence

IronBridge Insights

What Does a Market Top Look Like?

We discuss what to look for when a stock market tops, look at the topping processes in 1987, 2000 and 2007, and reveal five ways to avoid the emotional market cycle. [maxbutton id=”1″ url=”https://ironbridge360.com/wp-content/uploads/2017/10/IronBridge-Insights-2017-10-27.pdf” text=”Read a PDF of the Report” ] Insights Overview Portfolio Insights: 5 Ways to Avoid the Emotional Market Cycle Markets are […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023

Cognitive Biases, Earnings Season, and one Very Over-Valued Market

We explore how cognitive biases like Anchoring and Confirmation bias affect predictions, discuss whether earnings are driving the market, and look at valuation levels that are near historical extremes. [maxbutton id=”1″ url=”https://ironbridge360.com/wp-content/uploads/2017/10/IronBridge-Insights-2017-10-13.pdf” text=”Read the Full Report” ] Insights Overview Macro Insights: It’s Earnings Season:  When it comes to earnings, a lot of games can be played. […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023

Time-Frame Diversification, Seasonality and a Deep Dive into Stock/Bond Relationship

Introducing a new way to diversify portfolios based on market cycles. Plus, September is historically the worst month for stocks, but not this year. And we take a deep dive into how bonds and interest rates affect stock prices. [maxbutton id=”1″ url=”https://ironbridge360.com/wp-content/uploads/2017/09/IronBridge-Insights-2017-09-29.pdf” text=”View the Full Report” ] Insights Overview Macro Insights:  Did you know that […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023

Broken Window Fallacy, Portfolio Construction & Performance after Hurricanes

Despite hurricanes, floods, fires and threats of nuclear war, markets continue their relentless push higher. In this issue we analyze the economic impact after previous hurricanes, discuss why financial stocks are leading the markets, and feature a discussion on how we construct portfolios. [maxbutton id=”1″ url=”https://ironbridge360.com/wp-content/uploads/2017/09/IronBridge-Insights-2017-09-15.pdf” text=”View PDF of this Report” ] Insights Overview Macro […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023

Generals and Soldiers, Dodging Market Hurricanes, and Revealing the Real Driver of International Stock Performance

Investors in international stocks in 2017 have been more “lucky” than “good” as the majority of their gains haven’t come from fundamental moves in the market, rather they have primarily come from currency fluctuations.  In fact, the majority of these gains came from something likely completely overlooked: the currency risk they were subjecting their portfolio […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023

Geopolitics, Discipline and Record Short VIX

In this issue, we focus on how Geopolitics affects the markets, how we maintain discipline in portfolios, and update the charts based on the recent market volatility. On Our Radar NORTH KOREA: The saber rattling continues as tensions escalate. We discuss the affects of geopolitics in our Macro section below. MARKET TURBULENCE RETURNS: The calm markets over […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023

Sector Rotation, Breakout in Small Caps, Sectors as a Warning Signal

Sector rotation can be a powerful tool to stay ahead of key macro trends and outperform relative benchmarks.  We have ranked sector performance over the last month.  Currently, the sectors that are leading are Financials, Materials and Technology, which are more economically sensitive. At the same time, the defensive sectors are lagging, such as Utilities and Staples. This reveals an overall […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023

Yield Curve Rising could signal next Market Peak

The yield curve has been steadily declining since the end of QE3 in 2014. Historically, an inverted yield curve has preceded recessions. However, it is not until the yield curve starts to rise after being inverted that we should be on the lookout for the next major stock market correction. In this issue we discuss: […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023