On Friday, we got the news on the cease fire of the trade war with China. There are a lot of issues that still need to be resolved and this may be just the start of a long process, nevertheless, we see this as a positive. Please click the link below to continue reading: Market…
The markets reacted very negatively last week to weak economic data. The current estimate for GDP growth for the third quarter from GDP-Now is 1.8%. Please click the link below to continue reading: Market in a Minute 2019-10-08
The stock indices are about flat over the past 12 months but with some severe volatility as the market fell almost 20% from high to low last year, then to make that up in early 2019. However, the result is a flat 12-month period virtually no appreciation. Please click the link below to continue reading:…
The stock market sold off a little last week and it was a combination of China trade war, a natural pullback in front of 3rd quarter earnings, and some of it was just algorithm trades hitting the market from the “impeachment” headlines of Trump. Please click the link below to continue reading: Market in a…
When forecasting the market’s movements, it is so much easier to do it over the longer-term. One of things we stressed in our “Road Map” white paper on asset allocation from July is the last 10-years will look completely different than the next 10-years. Please click the link below to continue reading: Market in a…
Below is the Russel 1000 Value in blue and the Russell 1000 Growth in green over the last 30 days, showing Value outperforming Growth by over 4% over the most recent period. Please click the link below to continue reading: Market in a Minute 2019-09-17
The market chatter is now how cheap stocks are versus bonds, specifically the S&P 500 versus the 10 Year U.S. Treasury. Please click the link below to continue reading: Market in a Minute 2019-09-10
As we mentioned last week, the market setup is odd with significant downside, but also significant upside provided certain things occurs. Please click the link below to continue reading: Market in a Minute 2019-09-03
The market is in an odd position, there is both significant upside potential (in the short-term) and significant downside risk, generally we are not exposed to both significant upside and significant downside. Please click the link below to continue reading: Market in a Minute 2019-08-27
This week it is Jackson Hole, where central bankers from all around the world will meet. This can be a big event if there are central banking issues. Please click the link below to continue reading: Market in a Minute 2019-08-20