Independent Financial Research For and By Financial Professionals
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In today’s wealth management industry, time is money. AdvisorCheatSheet helps subscribers save time by providing independent research that cuts through the noise and allows advisors to focus more time on their clients and growing their business.
We watch macro indicators to identify tactical opportunities across asset classes that can help our subscribers outperform. We focus on medium term opportunities for tactical investment accounts and look for the big trend changes that can offer months of outperformance.
We take complex macro-economic concepts (Chinese economic developments, implication of rising interest rates, GDP reports, FOMC Statements, etc.) and tell you: 1) What you need to know, 2) Why it’s important, and 3) How it will move markets.
In today’s world, clients expect their financial professional to know what is going on in all markets. Reality is advisors have limited time and resources. We explain in plain English what is going on in all markets so that advisor can use it with clients.
What is AdvisorCheatSheet.com?
Weekly macro economic report to assist financial professions.
Latest Market News & Practice Tips
Stocks rallied to new all-time highs yesterday thanks to positive comments from President Trump regarding fiscal and tax policy. The S&P 500 gained 0.58%. Following the familiar pattern of the last few days (weeks, really) stock futures were little changed through the open Thursday given a lack of economic data and relevant news. But, that[…]
Commodities were mostly higher yesterday as energy futures jumped on bullish production data, however, both gold and copper underperformed with mild losses. The commodity ETF, DBC, added 0.93% on the day. Metals traded inverse to the dollar yesterday, which initially rallied on solid economic data but then pulled back to close only slightly higher after[…]
Here is an excerpt report on the 10 Year Treasury and Currency Markets. The currency and bond markets were quiet for the first time in nearly a week Tuesday, as the dollar was little changed despite strong economic data. The Dollar Index rose 0.10%. The dollar spent virtually the entire day up fractionally, due mostly[…]
Here is an excerpt “Market Analysis” from Advisor Cheat Cheat’s research: Stocks dropped the most so far in 2017 Tuesday, as a series of Trump comments over the weekend further unnerved investors. This time the “Trump-Off” move we saw temporarily on Wed/Thurs of last week lasted the entire day. The S&P 500 declined 0.30%. Stocks[…]
I just received a call from a subscriber and he said Advisor Cheat Sheet was similar to the Motely Fool, but for financial advisors. I would like to say we much more realistic in our investment strategies and geared toward the medium to long term investments. Plus our subscribers (financial advisors, CPAs, insurance agents, etc.)[…]
Do you have the tools you need to outperform in a market where sector selection is becoming increasingly more important? It’s a question that every advisor, portfolio manager and investor needs to ask him or herself as we start 2017, because since July of last year, sector selection has been the key to outperforming for[…]
Here is an excerpt “Market Report” from Advisor Cheat Sheet. Stocks hit new highs to start 2017 as strong economic data and declines in the dollar and Treasury yields helped lift the S&P 500 despite an underwhelming jobs report and Chinese currency volatility. The S&P 500 rose 1.70% for the week. Stocks started on the[…]
Are you looking for market indicators? We believe that 2017 will be one of the more challenging years to quickly and correctly analyze and interpret macro events, because we must navigate two major unknowns. Trump/Republican Fiscal Policies (Will they really spur growth?). End of the 30 Year Bond Bull Market (Where will the money go?).[…]
Here is a small excerpt of the weekly market update from Advisor Cheat Sheet. The S&P 500 was virtually unchanged last week as holiday-light trading conditions combined with a relative dearth of any important news caused markets to drift sideways for most of the week. Terrorism reared its head on Monday and Friday in three[…]
Stock Market Update: Holiday trading conditions appear to have started early this year, as stocks notched mild losses on Wednesday in very, very quiet trade. The S&P 500 slid 0.25%. Stocks were slightly lower from the outset yesterday thanks mainly to light profit taking. There were some news catalysts, including decent NKE earnings (although[…]