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Wennco Market Views August 2019 Update

Wennco Market Views August 2019 Update

MARKET RECAP & LOOKING FORWARD:   After a rough start to August, the S&P 500 clawed back to finish the month down -1.58%.  Bonds continued to be aggressively bid, and yields on the 30-yr Treasury Bond ended under 2.00%.  The 2/10 yield curve – after steeping...
August 2018 Newsletter – Value Follow-up

August 2018 Newsletter – Value Follow-up

3,459 days …..as of this writing, that is the length of the current ‘bull market’ surpassing the October 1990 through March 2000 run-up as the longest ‘bull market’ in U.S. history with the second highest return of 325%.  Much of these market gains have been fueled by...
August Newsletter Follow-up

August Newsletter Follow-up

Welcome to a special edition of the BPO Capital Monthly Newsletter.  This month’s commentary centered around the length (and somewhat lacking breadth) of the current ‘bull market’ and that the backdrop for “value” has been improving after years of trailing the glitter...
August Newsletter

August Newsletter

Welcome to the BPO Capital LLC. market outlook newsletter. BPO Capital LLC. represents attractive investment options managed by institutional quality boutique managers that provide expertise in ‘risk reduction’ or an informational advantage that provides ‘alpha’ in...