Hayes Investment Management

Hayes Investment Management "A Fresh Outlook For a New World"

We look at the "Big Picture" and determine how to best navigate the economic landscape to 1) preserve capital and 2) Find the sectors that will grow in spite of the troubled economic times that we face. We have a track record of forecasting what we believe are the best places to put your money, even if they are not always consistent with "conventional" financial wisdom.

It doesn't have to be glamorous...just profitable. RULE: "unglamorous" businesses can be great to invest in.
12/14/2019

It doesn't have to be glamorous...just profitable. RULE: "unglamorous" businesses can be great to invest in.

China’s pork crisis, worrying consumers as it pushed inflation to a multi-year high last month, has still produced some huge winners.

Think a simple new burger can launch a world-wide burger chain by 18%? Impossible? Yes, it's the Impossible Burger and...
10/16/2019

Think a simple new burger can launch a world-wide burger chain by 18%? Impossible? Yes, it's the Impossible Burger and Burger King parent company, Restaurant Brands International....looking like a good play over the next 12 months.

Location data reveals that the introduction of Burger King's meat-alternative patties increased traffic at the global fast-food franchise.

PAY ATTENTION! Even Warren Buffett is starting to horde cash. Now sitting on $122 Billion. Been a net seller the past...
08/04/2019

PAY ATTENTION! Even Warren Buffett is starting to horde cash. Now sitting on $122 Billion. Been a net seller the past 6 quarters.

Warren Buffett’s distaste for overpaying is winning out over his frustration with sitting on a lot of cash.

We're not your typical, "Add-more-money-to-the-market-and-ride-out-the-swings" Investment Advisors....Right now, we see ...
07/23/2019

We're not your typical, "Add-more-money-to-the-market-and-ride-out-the-swings" Investment Advisors....Right now, we see signs that a correction (or at least a downturn) is due. It's not the easy way, but it's right. Contact us for advice on how you might alter your portfolio today.

In 1986, Campbell Harvey published his dissertation linking yield curve inversions (rare situations when short-term interest rates exceed long-term rates) to recessions. He studied the four recessions from the 1960s to 1980s and his indicator proved to be accurate.

The soft underbelly of the booming economy.
07/23/2019

The soft underbelly of the booming economy.

Sales of previously owned U.S. homes declined in June, as high prices and low inventory weighed on would-be buyers despite tailwinds from lower interest rates and continued wage growth.

Might be a bit early, but we're certainly moving clients to "safer" havens currently. For fundamental reasons, mostly.....
07/22/2019

Might be a bit early, but we're certainly moving clients to "safer" havens currently. For fundamental reasons, mostly....

Contact us for thoughts on investments we are recommending and portfolio strategies.

Trade tensions that could lead to layoffs and a pullback from consumers are at the center of the recession case.

Is 2019 the year to get back into bonds?
01/10/2019

Is 2019 the year to get back into bonds?

U.S. corporate bonds are back in vogue to start the year as dovish signals from the Federal Reserve, strong economic data and easing trade tensions entice investors to take more risk.

It's been a rocky year for Apple. Is it a buying opportunity? Call us and let's discuss.
01/10/2019

It's been a rocky year for Apple. Is it a buying opportunity? Call us and let's discuss.

Apple Inc. rose for a second day as Morgan Stanley said a slowdown in services revenue last quarter looks “temporary in nature” and mostly related to AppleCare.

Most expensive divorce settlement ever? Waiting for a call from MacKenzie Bezos! :)
01/09/2019

Most expensive divorce settlement ever? Waiting for a call from MacKenzie Bezos! :)

Amazon.com Inc. founder Jeff Bezos, the world’s richest person, and his wife MacKenzie are divorcing after 25 years.

Exactly....Spot on, Jim!
01/03/2019

Exactly....Spot on, Jim!

This is some amazing moment...I say let it rain.

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