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chief investment officer

April 2019 Market Update

April 18, 2019

Written by Brian Johnson, Chief Investment Officer and Viridian Shareholder. Summary:  Q1 was a great quarter.  We will likely continue to use market pullbacks to increase equity allocations. When we first reduced our equity allocations in July of 2018—from “overweight” stocks (where we had been since April of 2016) to a “neutral” stance—we did so…

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February 2019 Market Update

February 25, 2019

By Brian Johnson, Chief Investment Officer and Shareholder Summary: News has swung to the positive side, with many of the previous uncertainties having been resolved.  This, coupled with the Fed’s policy shift towards patience in raising rates, has led to markets rallying and nearing former highs.  We’ll likely use pullbacks or corrections as opportunities to…

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December 2018 Market Update

December 27, 2018

Written by  Brian Johnson, Chief Investment Officer Summary:  The current market decline has yet to show signs that it is bottoming out.  It is likely, therefore, that we’ve further to go on the downside before stocks begin moving meaningfully higher again.  We’re glad that we reduced risk/stock exposure in our strategies twice this year –…

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November 2018 Market Update

November 29, 2018

Written by Brian Johnson, Chief Investment Officer Summary: It’s been hard to find positive returns in 2018. We’ve made a number of allocation updates within our models to respond to the evolving landscape. If market and economic indicators continue deteriorating in the weeks and months ahead, we may reduce risk even more. Logistically, getting in…

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October 2018 Market Update

October 17, 2018

Written by Brian Johnson, Chief Investment Officer Summary: Equity markets had a solid 3rd quarter, but they have become much more volatile recently. The bond market looks to have ended its 35+ year bull run (interest rates falling, bond prices rising). The recent volatility is a reminder of the importance of rebalancing portfolios. After a…

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