Bitcoin has no shortage of true believers and naysayers. This InvestorPlace article presents the argument against Bitcoin as a real currency.
Beck Capital Management is an SEC-registered investment manager serving high net-worth individuals, family offices, endowments, trusts, corporations and pension plan sponsors. We design custom portfolios that seek each client’s target rate of return, commensurate with the tolerance for volatility. We have a fiduciary duty to our clients and are fee-based. We believe we are different from other investment management firms in many significant ways. Learn more.
Our predecessor firm was founded in 1997, specializing in investment management and tax planning for high net-worth individuals. Over time, we have grown our capabilities in original research and portfolio management. Our three investment committee professionals have over 75 years of combined finance and investment experience. Our macro-economist holds a PhD from Stanford University and held positions on the President’s Council of Economic Advisors and at the Federal Reserve. Learn more
We start with a macro-economic “30,000 foot view” that incorporates industry-sector developments, secular trends, money flows, monetary policies and news events. We then follow with a rigorous, repeatable, data-based research process designed to uncover the best managed business within their respective industry groups. Further, we believe that simply avoiding the weakest sectors of the market adds meaningfully to performance. Learn more
The new tax reform law has Americans asking what they should be doing right now to maximize the benefits. Paying next year’s state property tax this year is one thing we suggest clients consider – consult your tax adviser to see if that is right for you.
Investors are the most bearish they have been since the financial crisis – nearly 7 in 10 think that stocks are over-valued. This is a strong contrary indicator of future market direction.
IN THE MEDIA
Initial public offering (IPO) activity has picked up, riding along with the stock market’s positive performance in 2017. In this IBD story, Bryan Anderson, Market Strategist for Beck Capital Management says being highly selective is still key for successfully investing in IPOs, as several widely touted companies like Snap and Blue Apron have disappointed investors…
Across nearly five decades in the 20th century, Gerald M. Loeb prospered in the world of Wall Street. So what made Loeb really stand apart? In the following article by Investor’s Business Daily, Bryan Anderson, Market Strategist for Beck Capital Management recounts the impression that Loeb made on William J. O’Neil and the investing principles…
‘You don’t tell the markets anything. You just implement policy — slowly and smoothly.” That was the communication policy of late Fed Chairman William McChesney Martin (1906-1998), as recalled by finance professor Lewis Spellman of the University of Texas at Austin. Spellman, who worked at the Fed during the Johnson administration, remembers Martin vividly and…
China’s growth may be slowing, but it’s for all the right reasons. U.S stocks on Thursday kicked off the start of October with losses, after nosediving last month as investors worried about slowing growth in China. True, the growth rate of the world’s second largest economy has declined from over 10% in past years to…
QUARTERLY MARKET VIEWS
In this report we discuss Congress’ progress on the reform agenda, market valuation, and several of our investment themes for the second half of 2017.
Since the November election, the media, investors and the public have been focused on the reform agenda in Washington. We believe the economy has a real opportunity to accelerate once Congress makes meaningful progress
The 115th Congress is seated and the new Administration will take office in several days. We believe fiscal policy changes will provide significant investment opportunities, but selectivity will be necessary as there will be winners and losers.