Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

Investor worried about election and stocks
Investing

Stocks And Elections

Investors are anxious about the election regardless of their political views. We analyzed all Presidential elections since 1952 to see what we could learn. *Spoiler alert: The data says remain calm and carry on.

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Inflation - air balloon tied with product price tag flying high
Investing

APRIL 2024 Market Review

Markets across the globe retreated sharply as prospects for quick reductions in the overnight US Fed Funds rate dissipated during April. So, is the Fed’s 2% inflation target unattainable?

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Illustration of a business man giving market forecast with crystal ball
Investing

March 2024 Market Review

Q1 2024 ended by capping off equities’ best start to the year since 2019, with the rally expanding beyond tech stocks. Expected rate cuts of 0.50-0.75% may extend the rally temporarily, but there are reasons to be cautious.

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Male and female are brainstorming investment finance ideas
Investing

Ways Women Investors Differ from Men Investors

In finance, most investors are men. However, the number of women pouring money into investments is rising and it’s important to understand their differences. Both genders aim to grow wealth, but their approaches and concerns can vary – a lot.

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Cartoon of woman balancing up and down arrows
Investing

FEBRUARY 2024 Market Review

The equity markets posted a strong February based on solid earnings releases for 2023 and the perception that the FOMC’s next move will be to reduce short-term interest rates. Now, while we welcome the commencement of a “goldilocks environment,” a significant looming risk factor makes us more nuanced in the future trajectory of returns across most risk assets.

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Illustration of investor looking through binoculars
Investing

What Happens After A Strong Year In the Stock Market?

The S&P 500 surged over 26% in 2023. Even bonds showed signs of life, rising almost 6% as interest rates declined late in the year. Everyone wonders what comes next. While we can’t predict the market’s short-term direction, if we let history be our guide, a strong return one year doesn’t mean bad returns the next year.

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Image of seller expecting higher price
Investing

January 2024 Market Review

The markets were mixed as we entered the New Year in January, with stocks and bonds posting diverging returns for the month. We are taking a more sober outlook for consumer spending, business investment and thus, business earnings.

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Turning OUTLOOK 2023 to 2024 text on wooden cube blocks.
Investing

2024 Market Outlook

In January, many experts release market predictions, although their accuracy is often questionable. However, we do not engage in making predictions. Instead, our approach involves estimating the risk premium that we anticipate earning if the assets are held over the course of a market cycle.

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