The Long and Short of It (Summary): The yield curve has inverted which has historically preceded a recession Current sentiment shows extreme optimism which could be a negative for the market Fed futures pointing to potential rate cuts could be good for bonds 1st Quarter Review U.S. stocks had one of their strongest quarters since
The Long and Short of It: Long-term stock charts point to a potential change of trend in the long-running bull market The Federal Reserve could be nearing the end of its current rate rising cycle 4th Quarter Review US stocks had a difficult 4th quarter and its worst year since 2008. US large and small
The Long and Short of It: – The economy is strong, however, bad breadth and negative divergences in the markets could be a warning sign – The trend of the 10-year US Bond yield broke out of its 36-year downtrend 3rd Quarter Review US stocks had a solid 3rd quarter continuing off their strength from
The Long and Short of It: Increased volatility is causing extreme pessimism, which may be a good thing Trade war fears may be overblown FED is suggesting faster economic growth and higher interest rates 1st Quarter Review Stocks started the year strong in January, but then pulled back sharply from their recent highs in February
The Long and Short of It: Tax cuts are likely to produce greater after-tax earnings and increase disposable incomes Bitcoin is displaying bubble-like characteristics The FED is signaling 3 rate increases for 2018 4th Quarter Review Stocks finished the year strong in the fourth quarter. Large US stocks led the way, but essentially all major
The Long and Short of It: Markets continue to rise despite political unrest, natural disasters, and the stock market hitting all-time highs.The strengthening economy could cause inflation which could lead to higher interest rates. 3rd Quarter Review Stocks continued to rise in the third quarter. Small US stocks and developed international markets lead the way,
The Long and Short of It: – International and Emerging markets continue their outperformance – The Federal Reserve plans to reduce bonds potentially having a negative effect on the market and bonds 2nd Quarter Review Stocks continued to plug away in the second quarter. As was the case in the first quarter, international and emerging
State of the Economy after Election. The days after the election have left quite a few people with a lot of questions about the market. We want to update you on what you can expect from the market and how we are responding. Our investment philosophy is to manage risk first – in order to avoid
The Long and Short of It: * While elections can cause uncertainty, statistics show that the most likely outcomes have historically resulted in decent market returns * European banks, namely Deutsche Bank, have been under serious pressure, but we do not believe they are the next Lehman Brothers * Odds favor an interest rate increase
3rd Quarter 2016 Market Commentary – 07/12/2016 The Long and Short of It: 2nd Quarter Review US stock markets continued to fight their way higher last quarter, but international stocks took a big hit towards the end of the quarter – highlighted by the “Brexit” (UK’s vote to exit the European Union). The uncertainties