The Case for a Recession

In the first 29 months of the Trump presidency, the S&P 500 has risen by about 11.3% annually through June 30th. On one hand, this beats the long-run (50-year) average of the market by 4.25%. On the other hand, this performance is not especially noteworthy considering the steepness of the recovery from the housing bubble; … Read more

Risk-Off Signal- January 2016

At Julex Capital, we run a three step quantitative model the first of which determines the market environment, we call it the RiskSwitchTM.  The RiskSwitchTM looks at various market indicators to determine the overall investment environment.   The chart below is an example of two of the economic indicators we use to determine the health of the US … Read more

Julex Dynamic Income Ranked “Top Guns” Performer by Informa PSN in Q3 2015

BOSTON, MA – November 17, 2015 – Julex Capital Management, LLC., an innovative  investment firm offering tactical solutions that aim to deliver consistent returns by minimizing the downside while participating in the upside, today announced that its Dynamic Income strategy achieved “Top Guns” status within the Informa Investment Solutions’ PSN investment manager database.  The strategy … Read more

Julex Capital Celebrates Three Year Track Record of Top Performing Dynamic Income Strategy

BOSTON, MA – October 6, 2015 – Julex Capital Management, LLC, an investment firm offering tactical risk-managed investment solutions that aim to minimize the downside losses while preserving the upside potential, today announced that the Julex Dynamic Income Strategy has celebrated its three year anniversary. Since its inception in October 2012, the strategy was ranked … Read more