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...
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...
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 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...
3rd Quarter 2016 Market Commentary – 07/12/2016 The Long and Short of It: [full_width] The so-called “Brexit” continues to cause uncertainties as the market tries to reconcile what a post-UK European Union looks like Corporate earnings continue to be a drag on...
