As the Fed contemplates changes to interest rates, we examine the impact electronic trading of bonds has on volatility and yields
INFLATION, THE FED, & THE IMPACT OF ELECTRONIC TRADING Read More »
As President of BankChampaign, not only does Mark Ballard stay current on industry trends and best practices, but he shares his financial expertise on his informational investment blog featured on BankChampaign’s website. Ballard has been with BankChampaign since 1991. Spanning topics such as stock market standings, investment metrics, inflation trends, portfolio management, company investment analysis,
Mark’s Investment Blog Read More »
UPDATE #2: This is officially the second largest bank failure ever UPDATE: California bank regulators have closed SIVB down – this typically means they will reopen on Monday in a different corporates format. We will see… Yesterday, the 16th largest bank in the country lost > 60% of its market value. In the past 18
Has A Black Swan Landed In The Financial System? Read More »
We discuss where the stock market is and potentially could head given interest rates being higher for longer.
The Fed Speaks – Rates Will Be Higher For Longer Read More »
Introduction If you read my recent “2023 Investment Focus” blog post, you will see that I noted several focus areas for investing during 2023, and the energy supply/demand imbalance plays prominently in that list. I thought adding a bit more color to the concept for you might be interesting, so below I’ll give you some
Energy Supply/Demand Imbalance Will Drive Macro Investing Trends Read More »
If you read the 2022 In Review series on this blog, you got a feel for how we managed to outperform the stock market in 2022. Much of that strategy will apply to 2023, but I wanted to give you a broadened look at the Macroeconomic issues I believe we are facing and some of
2023 Investment Focus Read More »
This is the final entry in our 2022 In Review series. It relates directly to the earlier posts in this series, so I recommend you do a quick review of it before reading this Part 4. Successfully Managing Investments in 2022 As 2021 was winding down, in the last few months we became increasingly concerned
2022 In Review – Part 4 Read More »
Recap In the first two installments of 2022 In Review we looked at how our model portfolio performed compared to the stock market (favorably) and why investments in index funds or funds and investment managers that mirror index funds too closely will likely underperform in coming years. If you haven’t read them, you might want
2022 In Review – Part 3 Read More »
RECAP In the first post of this series, I discussed the stock and bond markets’ performance for the year and compared that to our Model Portfolios upon which client portfolios are managed. Today, I want to talk a bit about why 2022 was a stock pickers market and why I believe that 2023 and beyond
2022 In Review – Part 2 Read More »
THE MARKETS We all lived through 2022 and it was an ugly year in the markets. Both stock and bond indexes were down in double digits and most of the investment world suffered severe losses for their clients. Here at BankChampaign, our clients faired much better than the markets overall, but we will discuss more
Just before the Beijing Olympics, Russia and China issued the statement below that is intended to change the world order. In it, it gave Russia permission (in political speak) to invade Ukraine and China to invade Taiwan (I’ve put that paragraph in bold below). George Soros wrote his analysis of this document which you can
Geopolitics and Its Impact on Investment Strategy Read More »
Nitrogen Fertilizer Shortages and Their Impact On AG Stock Prices
Food Shortages (and Higher Prices) Ahead Read More »
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