Steve K Rumsey - Chief Investment Officer of Optimus Advisory Group

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Steve K Rumsey - Chief Investment Officer of Optimus Advisory Group

Financial Advisor & Chief Investment Officer for Optimus Advisory Group. Retirement Planning. Risk Management. Investment Management.

07/21/2026

The spread between the "worst of the worst" high yield corporate bonds and US Treasuries continues to widen. In early 2025, that "fear premium" was only 7%. Now, we're approaching 10%. Not a 5-alarm fire yet, but it warrants monitoring.

04/14/2026

Overall, most indices related to commodities, including precious metals, energy, and metals and mining crushed it for both time periods. However, it was not a smooth ride, as many areas were pummeled in a large one-day drop on January 30th, 2026. In spite of that fact, you still saw tremendous strength.

Emerging Markets also had a strong run for the latest 12-months, but ended up being flat for the first quarter. It was energy based commodities that hit it out of the park during the first three months of this year, ending up +60%!

Both periods underscore the same theme: commodity-linked indices captured geopolitical and supply-driven tailwinds, while growth and mid-cap styles suffered from rate sensitivity and style rotation.

04/07/2026

The official inflation gauge (CPI) is divided into two sections: Flexible Prices (brown line - change quickly) and Sticky Prices (gold line - change slowly). I like the Sticky Price component for a more "real-feel" to inflation. Two points: One - The Sticky Price Index has NEVER dropped below zero in my lifetime (prices never stop going up). Two - It has remained above 3% for over FOUR YEARS! It's not your imagination - prices are much higher since COVID. Investments need to stay ahead of the inflation rate or you're falling behind.

03/26/2026

Snapshot of important market indices as of 3/24/2026. Notice the S&P 500 is 4th from the bottom for latest 12-months. 3-months is negative for major US indices. Only one index is hugely positive over 3 months, and it's not all due to the war with Iran. Most investors are only in the lower bars.

03/20/2026

Not exactly the four horsemen of the apocalypse, but you never like to see all four of these spiking up simultaneously: Volatility, Short-Term Interest Rates, Oil Prices, and Overall Inflation. This is a good time for managing market risk.

02/20/2026

Renter Shock: Over half of Nashville renters spend >30% of their gross monthly income on rent. The bigger shock is that nearly one-quarter of renters spend >50%. Chattanooga & Knoxville are about the same. It could be worse. Southern California has 30% of renters spending over 50%. So does Memphis.

02/10/2026

Commodities continue to be the big story for the latest 12 & 3 month time periods. Even after a one day plunge in late January that crushed many of these categories, they STILL closed out the time frames with tremendous performance.

The huge demand story hasn't changed. It will be fascinating to see what happens going forward.

02/09/2026

Another "Scariest things investors have ever told me" 2-min video story. When something sounds too good to be true, especially in the world of investments, it probably is. With AI creating even more ways to scam people, it's going to take a higher level of due diligence. As Sergeant Esterhaus used to say on Hill Street Blues, "Let's be careful out there." For you people under 50, Hill Street Blues was a very popular police show in the 80's!

Address

100 S Mulberry Street , Suite 202
Dickson, TN
37055

Telephone

+19497274734

Website

https://optimusadvisory.com/

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