What Sectors Should Outperform Under A Republican Sweep?
Donald Trump secured a second, non-consecutive term as President, making him only the second in history to achieve this after Grover...
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Kurt S. Altrichter, CRPS®
Nov 512 min read
Election Night Market Playbook
The Ivory Hill RiskSIGNAL™ has remained green since December 5, 2023, and the long-term trend is still strong. Our short signal is green,...
Kurt S. Altrichter, CRPS®
Oct 16 min read
Missile Strikes, Port Strikes, and Hurricanes—Oh My!
I've received several client calls about the ongoing turbulence in the U.S. and globally. In my experience, if one client has a question,...
Kurt S. Altrichter, CRPS®
Sep 107 min read
Evidence of Cyclical Progression
I will be out of the office from September 16-24 for my wedding and honeymoon in Italy. Like many business owners, I won’t be completely...
Kurt S. Altrichter, CRPS®
Jun 207 min read
What's Different This Time?
The Ivory Hill RiskSIGNAL™ has remained green since December 5th. Our short-term volatility signal is currently green, indicating a bias...
Kurt S. Altrichter, CRPS®
Jun 193 min read
June Market Expectations Report
The Ivory Hill RiskSIGNAL™ has been green since December 5th. Currently, our short-term volatility signal is green, while the medium-term...
Kurt S. Altrichter, CRPS®
May 285 min read
New Market Extremes Demand Respect
The Ivory Hill RiskSIGNAL™ has remained green (since December 5th). Our short-term and mid-term volatility signals are green but are...
Kurt S. Altrichter, CRPS®
May 77 min read
May Market Expectations Report
The Ivory Hill RiskSIGNAL™ has remained green (since December 5th). Our short-term and mid-term volatility signals have been red since...
Kurt S. Altrichter, CRPS®
Apr 156 min read
April Market Expectations Report
Check out my appearance on the Lead-Lag Live podcast/X space, hosted by the award-winning portfolio manager Michael A. Gayed, CFA. The...
Kurt S. Altrichter, CRPS®
May 2, 20236 min read
Is the Debt Ceiling a Ticking Time Bomb for Stocks?
Our short-term and mid-term signals remain red while the Ivory Hill long-term RiskSIGNAL remains green. As a refresher, our short and...
Kurt S. Altrichter, CRPS®
Mar 29, 20236 min read
Do You Really Want A Fed Pivot?
Despite all of the chaos, the Ivory Hill RiskSIGNAL remains firmly green. We are sitting on roughly 60% short-term treasuries and money...
Kurt S. Altrichter, CRPS®
Mar 16, 20234 min read
Will The Fed Actually Abandon The Fight Against Inflation?
Before we dive in, I would like to address some questions I have been getting from clients lately: Question #1: I saw Charles Schwab was...
Kurt S. Altrichter, CRPS®
Mar 12, 20234 min read
Lehman Brothers 2.0 Or Massive Overreaction?
To start, I would like to let everyone know that we had no exposer to SIVB or the banking sector in general, and we do not own any...
Kurt S. Altrichter, CRPS®
Jan 9, 20237 min read
US Profit Recession is Here.
I would like to take a moment to look back at 2022 and, really, say thank you. I am truly grateful for the growth Ivory Hill had in 2022....
Kurt S. Altrichter, CRPS®
Dec 12, 20225 min read
Dear Santa, Please Fix The Stock Market
Risk is not defined by volatility, but rather ill-conceived investment. - Michael J. Burry Today, the Dow Jones Industrial Average was up...
Kurt S. Altrichter, CRPS®
Nov 27, 20225 min read
Buckle Up, Volatility Is Coming
Everybody in the world is a long-term investor until the market goes down. - Peter Lynch The Ivory Hill RiskSIGNAL is still red, and we...
Kurt S. Altrichter, CRPS®
Oct 29, 20224 min read
Caution Advised! This Face-Ripper Rally Is Temporary
Missing the bottom on the way up won't cost you anything. It's missing the top on the way down that's always expensive. - Peter Lynch The...
Kurt S. Altrichter, CRPS®
Oct 6, 20225 min read
Dear Fed: The Chickens Are Finally Coming Home To Roost Part II
This week, the market had a strong rebound at the beginning of the week, raising hopes that the bear market is nearing its end. The Ivory...
Kurt S. Altrichter, CRPS®
Oct 1, 20227 min read
This Bear Market is Just Getting Started
The Ivory Hill RiskSIGNAL is still red (since January) and we are still sitting on roughly 85% cash. Since we moved to 60%-70% cash in...
Kurt S. Altrichter, CRPS®
Sep 25, 20226 min read
Oversold Markets Can Turn Into Market Crashes
The Ivory Hill RiskSIGNAL is still red (since January) and we are sitting on roughly 80%-85% cash. We got stopped out of a few positions...
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