September 1, 2016

Market Insights & Education

Education is a key part of Delta Investment Management’s service for investors.  The investment business is exciting, dynamic and challenging.  We want to help all investors navigate the complexities of the markets.

image-newsletterOne of the ways we help is by publishing our weekly newsletter Delta Wealth Adviser.  Our Delta Market Sentiment Indicator is published weekly in Barron’s (as well as in our newsletter).  We all also featured speakers at investor conferences around the country.

Sign up today on the column on the right to receive our weekly Delta Wealth Adviser sent to you.


Screen Shot 2013-06-21 at 11.49.09 AMBased on the success of the newsletters, founding principals Nick Atkeson and Andrew Houghton were approached by McGraw Hill Education to write a book on investing and wrote Win By Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk in 2013. The first part of Win By Not Losing is a collection of stories of investors who share their successes and the second part is an actionable strategy for avoiding major down markets. One reviewer wrote;”I have worked in the industry for a number of years now and this may be the most useful book I’ve read.” Click here to order your copy today.


RecessionPredicting a Recession – Avoiding Major Loss – LEI and the Yield Curve

The Leading Economic Index (LEI) and the U.S. Treasury Yield Curve have been accurate predictors of recessions. This is important because:
1. Major stock market pull-backs (-40% or greater) that require years to recover occur during recessions.
2. As stock investors, we would like to reduce exposure to stocks in advance of major pull-backs.
3. If we can reliably predict when the next recession will be, we will be alerted to an elevated risk of an impending major bear market.

Click Here for Delta’s analysis of the LEI

Click Here for Delta’s analysis of the Yield Curve


phoneContact us by phone (415) 249-6337 to find out how we can work together to help you manage your investments or fill out this short form and we will contact you.