MoneyClip Blog

? (Fragezeichen)

Posted by: Matthias Kuhlmey http://www.wealthmanagement.com/equities/fragezeichen ’80s flashback: Nena tunes are blasting from my speakers. “…I look around. Try something, I don’t exactly know the way…” The lyrics from her song Fragezeichen (translated as “question mark”) pretty much sum-up my attitude towards today’s capital markets. After years of excessive accommodation by global policymakers, paired with a self-declared […]

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Huffington Post: The End Of The World As We Know It

Posted by: Matthias Kuhlmey http://www.huffingtonpost.com/matthias-paul-kuhlmey/the-end-of-the-world-as-w_1_b_14518412.html Several years ago, I became convinced that some of us have an ability to see the future, as, admittedly and quite practically, for those that pay detailed attention to socioeconomic shifts, the future is looking right at them. In 2014, my version of this “anticipated” future appeared to be eerily […]

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Winter Charts: Monkey Beats Man

Posted by: Matthias Kuhlmey http://www.wealthmanagement.com/equities/winter-charts-monkey-beats-man Who doesn’t remember the story of a monkey throwing darts at a list of stocks, ultimately leading to better “picks” and related performance as compared to professional stock pickers? We have long argued that Wall Street has been flawed in its “opinion shaping,” mainly in an effort to design product […]

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Collective Wisdom

Posted by: Matthias Kuhlmey This morning on MoneyLife, Stephen Rosen, Peter Lang, and I discuss what the new drivers of market intel are (e.g. crowd-sourcing, specific research) if any. Please click here to listen to this morning’s MoneyLife Show segment. http://moneylifeshow.com/Highlight/170125%20-%20Collective%20Wisdom.m3u    

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Winter Charts: Big Data to the Rescue

Posted by Matthias Kuhlmey http://www.wealthmanagement.com/equities/winter-charts-big-data-rescue Instead of only relying on traditional data sets, investors may monitor fund flows as an additional point to inform allocation decisions. It is important to watch what investment managers do, and not only what they say. While certainly not a perfect indicator, using an element of mosaic theory may help […]

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Kuhlmey Wealth Management is registered with HighTower Securities, LLC, member FINRA, MSRB and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.