News & Investment Updates From Fulcrum Wealth Advisors
News
Trend Following: Weed Control for Portfolios
A powerful motivator for many parents is a desire to have their children’s upbringing to be better than their own. Better schools, a nicer house, more toys, and better vacations are all things many of us wish for our kids to experience – especially if we didn’t have these things in our own childhood.
And yet, there are many aspects of childhood that become nostalgic as we grow older. Certain things that we either didn’t enjoy or outright despised, we now remember fondly.
An example will help explain. And, perhaps unexpectedly, it offers a valuable lesson about investing.
Investment Update
These Are Not Synonyms: Information & Signal
Most investors today do not suffer from a lack of information. They suffer from too much of it.
Headlines arrive instantly. Opinions multiply by the minute. Every economic release, policy debate, and geopolitical development gets dissected in real time across an expanding number of channels.
The question is no longer where to find market commentary but which commentary or opinion, if any, deserves a response.
The month of May was a useful illustration. Markets navigated inflation concerns, shifting rate expectations, geopolitical tension, fiscal debates, and ongoing questions about artificial intelligence and concentration risk. Underlying trends largely persisted through the noise. The gap between what headlines suggested and what markets actually did was notable, though not unusual.
This month’s Note explores the distinction between information and signal, why short-term activity often feels more important than it is, and how a systematic investing process helps separate temporary noise from lasting change.
But first, here’s a summary of the global asset classes utilized in our portfolios and their exposures for June.
Archive: News & Investment Updates
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