James St. Aubin shares insights with MarketWatch as investors navigate a week filled with potential risk
St. Aubin warns: “Any time you have high valuations, you should be on guard for surprises. The biggest risk is that all of this optimism is already priced into markets.”
Ocean Park Asset Management Debuts First 4 ETFs
Reports that Israel is bracing for an imminent attack by Iran sparked a scramble for safety across markets on Friday, inspiring traders to dump stocks in favor of Treasury bonds, gold and the U.S. dollar.
A SoCal Fund Firm Sails Into the ETF Space
Reports that Israel is bracing for an imminent attack by Iran sparked a scramble for safety across markets on Friday, inspiring traders to dump stocks in favor of Treasury bonds, gold and the U.S. dollar.
James St. Aubin Shares Commentary on Market Response to Geopolitical Risks
Reports that Israel is bracing for an imminent attack by Iran sparked a scramble for safety across markets on Friday, inspiring traders to dump stocks in favor of Treasury bonds, gold and the U.S. dollar.
Insights from Sierra’s Chief Investment Officer on Stock Market Fears Amid Geopolitical Uncertainty
Cracks in the U.S. stock market’s big rally in the past five months intensified on Friday as investors worried about a potential escalation of tensions between Iran and Israel.
Sierra CIO on MarketWatch: More Stocks Taking the S&P Stage But Big Tech is Still Big Dog
A rally in Big Tech stocks received most of the credit for driving global markets higher this week. But in the U.S., they couldn’t have done it without a little help from their friends. As the S&P 500 SPX booked its best weekly advance since early January, one detail set this week apart: All 11 […]
James St. Aubin Tells MarketWatch What May Happen When Fed Loosens Quantitative Tightening
The notion that the Federal Reserve will soon slow, or perhaps even end, its program of quantitative tightening is increasingly being talked about on Wall Street like a foregone conclusion. But while investors wait to hear more on the subject from Fed Chair Jerome Powell during next week’s post-meeting press conference, they could be forgiven […]
James St. Aubin Shares Important Investing Lessons on Excess Returns Podcast
The hosts of Excess returns have now conducted over 100 interviews on their podcast. At the end of all of them, they have asked the same closing question: Based on your experience in markets and your research, if you could teach one lesson to the average investor, what would it be? In this episode, the […]
Decoding the Fed’s Potential Rollback on Quantitative Tightening: A Guide for Investors
Sierra CIO James St. Aubin argues that the consumer discretionary index is misleading due to the heavy weighting of Amazon and Tesla. Learn why the actual consumer outlook might not be as robust as it seems.
MarketWatch: In Wake of Nasdaq Losing Streak, Sierra CIO Says Investors Should Be Patient
The highflying technology stocks that drove much of the U.S. stock market’s advance in 2023 are struggling so far in 2024, with the Nasdaq capping off its longest losing streak since late 2022 on Thursday. Meanwhile, health-care stocks, utilities and energy stocks, which all finished 2023 in the red, have taken the lead this week, […]