Casilio Leitch Investments

Casilio Leitch Investments Casilio Leitch Investments was founded on the fundamental principles of character, integrity, and trust.

These governing values provide the foundation for guiding our clients through their journey to achieve financial security and independence.

03/27/2018

Capital Market Musings & Commentary for March 26th, 2018:

Sifting through the noise…

This week, in Capital Market Musings & Commentary:
• Recapping recent stock market angst and volatility, and highlighting a notable change from prior episodes…
• The Gold/Silver ratio, in focus…
• Understanding how the shift in monetary policy is having a profound impact on asset prices…

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03/20/2018

Capital Market Musings & Commentary for March 19th, 2018:

Follow the bread crumbs…

This week, in Capital Market Musings & Commentary:
• Sage advice from a Wall Street legend regarding changes of long-term, secular paradigms…
• Retail sales data undermines the perceived strength of the recent payroll and consumer confidence reports…
• Finding buyers for the debt of the world’s largest economy isn’t as easy as it used to be…

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For Constant Contact: http://bit.ly/2FM1vQ5

03/13/2018

http://casilioleitchinvestments.com/wp-content/uploads/2018/03/Casilio-Leitch-Cap-Mkt-Musings-Comm-Formatted-3-12-2018-x2.pdf

Capital Market Musings & Commentary for March 12th, 2018:

A picture-perfect employment report…

This week, in Capital Market Musings & Commentary:
• Friday’s jobs report checked all of the right boxes…
• Why what’s good for Main Street may not be so good for Wall Street…
• In a notable shift, a notoriously dovish Fed Governor changes her tune…
• Walmart, Target and Best Buy: One company’s growth over the last 90 days is larger than these 3 companies, combined…

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03/06/2018

Capital Market Musings & Commentary for March 5th, 2018:

Willing to have an open mind…

This week, in Capital Market Musings & Commentary:
• Looming uncertainties and the need for a recalibration of investor thinking…
• A colorful take on the predicament Fed Chair Powell has inherited from his predecessors…
• Window shopping in a Silicon Valley suburb for signs of excess…
• Thinking about the ‘why’ behind the Trump Administration’s tariff announcements…

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02/27/2018

Capital Market Musings & Commentary for February 26th, 2018:

Patience is the undervalued asset today…

This week, in Capital Market Musings & Commentary:
• Much ado about nothing, or a warning shot of what’s to come? Breaking down one of the quickest corrections in history…
• The gap between fundamentals and prices remains pervasive…
• Taking a stroll down memory lane to help understand the logic and evolution of Fed thinking…
• A well-rested Oracle of Omaha’s actions continue to speak louder than his words…

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02/13/2018

Capital Market Musings & Commentary for February 12th, 2018:

Regime shift underway, and an overlooked opportunity with compelling potential…

This week, in Capital Market Musings & Commentary:
• A sea change in liquidity, and the return of market volatility…
• Chairman Powell’s Fed sails on as a radical pivot in fiscal policy is underway…
• The negative correlation between stocks and bonds turns positive for the first time in nearly two decades…
• Separating the wheat from the chaff to build a constructive investment case for a beaten down yet significant commodity…

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02/06/2018

Capital Market Musings & Commentary for February 5th, 2018:

Live by the sword, die by the sword…

This week, in Capital Market Musings & Commentary:
• Pace of interest rate increases leaves market participants feeling jittery…
• What may have been missing from the math of earnings estimates…
• Zombie companies and the stemming of natural attrition…
• Incoming Fed Chair Jerome Powell’s thoughts on their unprecedented balance sheet expansion…

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01/30/2018

Capital Market Musings & Commentary for January 29th, 2018:

Check your blind spots…

This week, in Capital Market Musings & Commentary:
• The one variable that all investors need to be mindful of…
• Grading the Fed’s recent track record of hitting inflation targets…
• Household net worth to disposable income hits a new all-time high…

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01/17/2018

Capital Market Musings & Commentary for January 16th, 2018:

A growing divide…

This week, in Capital Market Musings & Commentary:
• Attempting to square the widening gap between prices and fundamentals…
• U.S. Dollar weakness leaves other assets basking in the sun…
• Sifting through the set of strong Q4 retail sales numbers…
• Debating whether or not the 35+ year bull market in bonds is reaching its expiration date…

Now optimized for mobile: http://bit.ly/2DF5wSk

01/09/2018

Capital Market Musings & Commentary for January 8th, 2018:

Broadening signs of excess, but nary a sign of anxiety…

This week, in Capital Market Musings & Commentary:
• Global equity markets carry over upside momentum into the New Year…
• Reflecting on history as a reference point for the present day to find a connection between debt and the economy…
• What previous periods of market euphoria all have in common, and what most did not include…

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Walnut Creek, CA
94596

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