Founder at Reason LLC (NJ) dba ArcPoint Advisor
Contributor's Links: ArcPoint Advisor

Joe Arns is the founder at Reason Investments. It provides sophisticated advice to individuals, financial planners, and investment advisors through the ArcPoint Advisor platform.  ArcPoint Advisor is underpinned by an innovative approach to risk tolerance assessment and portfolio ... more

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The Fed Should Be Dabbing Right Now
The Federal Reserve deserves a gold star for keeping inflation expectations so well moored to the 2-2.5% level.
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Political Uncertainty Is A Reminder To Avoid “Home Bias”
Investors should respond to political instability by ensuring their equity holdings are diversified across geographies and free of “home bias”.
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EC Cash Makes A Comeback
The key change to the fixed-income markets is not the level of rates, but the fact that the yield curve is now essentially flat.
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Higher Interest Rates Are "An Excuse, Not An Explanation" For Stock Slide
So how have higher interest rates hurt stocks in recent weeks? To judge the impact of real interest rates, we look to the market for Treasury inflation protected securities (TIPS).
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Comments

Latest Comments
Cash Makes A Comeback
1 year ago

Longer term real interest rates are dictated by global economic output and the marginal propensity of individuals to save vs. consume, and I agree that the Federal Reserve's ability to impact these rates is limited at best. However, I don't see a much steeper yield curve unless inflation concerns are such that a premium is demanded for holding longer term paper. And right now, the market is saying that although expected levels of inflation are a bit higher than a few months ago, there is little concern that inflation will accelerate to much higher levels.

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STOCKS I FOLLOW

AAPL Apple Inc.
AMZN Amazon.com Inc.
FB Facebook Inc
GE General Electric Company
GLD SPDR Gold Trust ETF
GOOG Alphabet Inc. (Google)
GWW W.W. Grainger Inc.
MSFT Microsoft Corporation
SLB Schlumberger Limited
TSLA Tesla Motors Inc.
TWTR Twitter Inc
VZ Verizon Communications
YHOO Yahoo! Inc.
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Work Experience

Portfolio Manager
Northwest Criterion Asset Management
July 2017 - Present (2 years 2 months)

Offer portfolio management services to individuals and institutions.

Founder
Reason LLC (NJ) dba ArcPoint Advisor
April 2011 - Present (8 years 6 months)

Provide financial planners and investment advisors the tools to offer their clients more sophisticated portfolio management without expensive third-party platforms. Our software is underpinned by an innovative approach to risk tolerance assessment and portfolio construction.

Principal, Director of Research
Tower Bridge Advisors
July 2008 - March 2016 (7 years 10 months)

Delivered equity returns in excess of the S&P 500 using time-horizon "arbitrage" strategy since inception.

Education

The Wharton School
Bachelor's
1996 / 1999
Accounting and Finance

Publications