The Artifex Navigator

November Market Commentary

Posted by Byron Sanders on Dec 5, 2019 11:53:30 AM

December 3, 2019

November delivered solidly positive returns for US equity investors, but less so for InternationalDeveloped and Emerging Markets. Early month trading extended October’s strong finish but by mid-month, non-US markets had turned lower. Broad based US indexes scored a series of new all time highs until trade based concerns reemerged just before the Thanksgiving holiday. Moderate selloffs, reflecting generally negative trade news, have persisted into early December.

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Topics: Investments, Economy, Market commentary

A Bucket Plan to Go with Your Bucket List

Posted by Doug Kinsey on Aug 2, 2019 6:53:39 PM

One way to help you prepare.

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Topics: Investments, budgeting, Financial Planning

Patience Rewarded

Posted by Byron Sanders on Aug 1, 2019 1:02:34 PM
July 19, 2019


Broad based US equity indexes posted new all-time highs over the past two weeks, with the most recent peaks on July 15. In addition to the widely followed Dow Jones Industrials and the S&P 500, the DJTMI and NASDAQ Composite index have all bettered previous highs, some dating back to the beginning of 2018.

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Topics: Investments, Economics

Recession Fears?

Posted by Byron Sanders on Jun 3, 2019 5:42:46 PM

The past two weeks have not been kind to worldwide equity investors. After the most recent peak for broad domestic equity indexes at the beginning of May, prices have trended generally lower dragging International indexes lower as well. Trade tensions, including newly announced Mexico specific tariff threats, and worries about the health of the US economy have combined to unsettle equity markets. The chart below details the DJTMI over the past 12 months.

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Topics: Investments, Economy, interest rates, trade war, trade

US-China Trade War: Investment Strategy Update

Posted by Doug Kinsey on May 10, 2019 2:53:06 PM

In view of the developments this week regarding US-China trade, I asked our chief investment strategist, Byron Sanders, what his thoughts were and if we should be making any tactical portfolio adjustments at this time. I think his comments are particularly instructive and worthy of sharing. Here is what he had to say:

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Topics: Investments, mutual funds, stocks, bonds, china, strategy, etf

Strong Growth, New Highs

Posted by Byron Sanders on Apr 30, 2019 11:24:21 AM
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Topics: Investments, Economics, stocks, bonds

First Quarter 2019 Market & Economic Commentary

Posted by Byron Sanders on Apr 12, 2019 11:44:02 AM

First Quarter Market Comment

April 8, 2019

After a disappointing final quarter of 2018, global equity prices extended their post-Christmas

rally and posted very strong gains in the first quarter of 2019. Broad domestic benchmark indexes were standouts, but International and Emerging Market equities also delivered solidly positive numbers. US investors, especially, were cheered by the Federal Reserve’s decision, announced in late January, to suspend the program of scheduled ¼% increases in their Fed Funds rate that had through 2018.

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Topics: Investments, mutual funds, Economics, stocks, markets, interest rates

Artifex Newsletter March 2019

Posted by Doug Kinsey on Mar 7, 2019 10:07:24 PM

Monthly Economic & Market Commentary and an article from our Investment Strategist



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Topics: Investments, Economy, china, strategy

January Market & Economic Commentary

Posted by Byron Sanders on Feb 5, 2019 1:19:51 PM

The Fed Blinks

January 31, 2019


World equity prices have extended their January uptrend over the past two weeks. Most broad-based indexes have recovered more than 50% of the declines that ended on December 24, 2018. Progress on resolution of trade disputes with China and reduced anxiety over the course of short-term interest rates appear to have flipped investor sentiment 180° from late December.

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Topics: Investments, mutual funds, Economics, stocks, markets, interest rates

Artifex Financial Group's 2019 Market Outlook

Posted by Byron Sanders on Jan 30, 2019 5:18:34 PM

January 10, 2019

 A new year lies before investors. Most were happy to see the end of 2018 with its staggering volatility and almost commonplace 1-2% intraday swings. In this essay, we attempt to identify economic and political trends across the globe that can be expected to be among the key components of decisions to buy or sell equities in 2019.

Equity prices reflect the collective opinions, hopes, fears and experiences of market participants. News is disseminated virtually instantaneously and reflected in prices without delay. While we cannot foresee how, or which future developments will most affect the equity markets this year, it is useful to be aware of trends that could be germane to investor decisions.

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Topics: Investments, Economy, Economics, stocks, markets

Welcome to the Artifex Intelliplan Blog

Commentary on the world of finance, and other things

We at Artifex believe in enhancing the wisdom of our clients and readers.  While most of our topics will be related to investments, personal finance, and the economy, we also endeavor to include thought-provoking commentary on topics that will help you expand your "mental models", as referred to by Charlie Munger and Warren Buffet. We want you to learn from us and others how to think logically and see the world through an informed lens.

Some of our regular topics include:

  • Monthly "Savvy Cybersecurity" updates with tips to keep your data safe
  • Economic and market commentary
  • Financial planning and investment management best practices
  • Thoughts to improve your mindset and your life
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