Skip to content
2009 S. Capital of TX Hwy 2nd Floor Austin, TX 78746Get In Touch
(512) 345-6789M-F: 8:30 - 5:00
Search:
YouTube page opens in new windowFacebook page opens in new windowTwitter page opens in new windowLinkedin page opens in new window
  • Fidelity
  • Client Reporting
Client Account Log In

Refer a Friend

Beck Capital Management
Custom, Active Investment Management
Beck Capital ManagementBeck Capital Management
  • Home
  • Services
  • About
    • Our Team
    • Philosophy
  • Articles
    • Market Research & Comments
    • Quarterly Market Views
    • In the Media
  • Contact
Customer Relationship SummaryADV Part 2A Brochure
  • Home
  • Services
  • About
    • Our Team
    • Philosophy
  • Articles
    • Market Research & Comments
    • Quarterly Market Views
    • In the Media
  • Contact

Market Commentary

A Market of Stocks

Featured, Market Commentary, Market ResearchBy Victor BeckDecember 6, 2022Leave a comment

In this note, we explore the under-representation of certain sectors in the S&P 500 and why we believe it is important to diversify sector exposure given the disproportionate weights in the makeup of today’s S&P 500 index – leading us to our market of stocks vs. stock market comparison. We explain our investment philosophy and…

Energy Outlook November 2022

Featured, Market CommentaryBy Victor BeckNovember 9, 2022Leave a comment

Oil to $120 Again? Energy remains the only green sector for 2022, and while it has risen 68% since January 1st, it remains our preferred sector in the market. Much of the equity movement for the first half of the year followed closely with oil prices, but now that we have witnessed promising earnings reports…

FED the word on wooden cubes, cubes stand on a reflective surface, in the background is a business diagram.

September 21st Federal Open Market Committee Review

Market CommentaryBy Victor BeckOctober 11, 2022Leave a comment

75 bps Hike, Looking Slightly Higher for Slightly Longer This week, Federal Reserve (Fed) Chairman Jerome Powell announced the Fed’s decision to increase their key rate by 75 basis points (bps) or 0.75% to the target range of 3.00-3.25%, which was broadly anticipated by the market.  The moral of the story for this meeting was…

BA/Merrill Lynch Investor Sentiment Survey – A Positive Contrary Indicator

Market CommentaryBy The Beck Capital Management TeamJune 21, 2019Leave a comment

The latest Bank of America / Merrill Lynch survey of institutional investment managers showed incredibly high allocations to cash. To us, this is a positive contrary indicator.

Wells Fargo CEO Compensation A “Travesty”

Market CommentaryBy The Beck Capital Management TeamMarch 15, 2018Leave a comment

Wells Fargo commits multiple misdeeds yet awards their CEO Tim Sloan a pay raise. To read the full Bloomberg article, click below.

“Goldilocks” Jobs Report Propels Market Gains

Market CommentaryBy The Beck Capital Management TeamMarch 9, 2018Leave a comment

The U.S. Department of Labor announced a jobs report today that was viewed by investors as “just right”. Click below to read the comments by Dr. Lewis Spellman, our firm’s Macro-economist.

Special Message To Our Clients: Recent Market Volatility

Market CommentaryBy Frank BeckFebruary 6, 2018Leave a comment

It has been nice to have 13 consecutive months without a decline in market indexes. We know it is uncomfortable when the market drops. On Monday (2/5/18), we saw the computers trigger heavy selling when the S&P 500 dropped below its 50-day moving average.

BITCOIN: A Naysayers View

Market Commentary, UncategorizedBy The Beck Capital Management TeamJanuary 5, 2018Leave a comment

Bitcoin has no shortage of true believers and naysayers. This InvestorPlace article presents the argument against Bitcoin as a real currency.

New Tax Law: Things To Consider Doing Right Now

Market Commentary, UncategorizedBy Bryan AndersonDecember 22, 2017Leave a comment

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 Very Bearish – One Big Positive Contrary Indicator

Market CommentaryBy The Beck Capital Management TeamDecember 15, 2017Leave a comment

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.

Winklevoss Says Bitcoin Is Gold 2.0

Market CommentaryBy The Beck Capital Management TeamDecember 11, 2017Leave a comment

Bitcoin has been getting a tremendous amount of media attention lately. See our post for an interesting interview with Cameron Winklevoss and a recommendation for a good book on the subject.

Beware Of Rate Risk In Bond Funds

Market CommentaryBy Bryan AndersonDecember 6, 2017Leave a comment

We continue to warn clients about risk to bond funds when interest rates rise. In this article, Morningstar discusses funds that may be especially vulnerable.

→123→
Copyright Beck Capital Management, 2018. 2009 S. Capital of Texas Hwy Suite 200 Austin, TX 78746 | 512.345.6789 Privacy Policy
Facebook page opens in new windowTwitter page opens in new windowLinkedin page opens in new windowYouTube page opens in new window
Go to Top