Market Commentary

How Midterm Elections Affect Stocks

August 12th, 2018
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Stocks are generally not influenced by a single factor. It is usually a multitude of factors pushing and pulling prices at any given time. Earnings may serve as tailwinds breathing positive momentum into stocks, while tariffs could do the opposite and serve as headwinds.[…]

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Earnings Are Strong, But Could This Development Be Cause for Concern?

August 11th, 2018
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Earnings are strong but could downward revisions be a reason for worry? Read on to get the details…
Earnings are Strong, But There May be a Cause for Concern – we now have Q2 results from 381 S&P 500 companies, and the numbers are robust.[…]

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What These Market Meltdowns Can Teach You About Strategy!

August 5th, 2018
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Not to be too alarming, but we strongly believe that a bear market is headed our way.
We do not think it will happen in the next six or even twelve months, and no one can say for sure when it will occur or what will actually cause it.[…]

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Could This Be the Catalyst for the Next Recession?

July 30th, 2018
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It may feel strange reading this, but it’s been nearly a decade since the United States has endured a recession.1 Economic growth rates have notably been modest throughout this expansion, and corporate earnings endured a whole year (2015) of negative growth.[…]

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What’s Better: Growth or Value Stocks?

July 23rd, 2018
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Watchful investors may have noticed a trend that has taken shape over the last year and a half or so, as it relates to growth vs. value stocks. Namely, that growth stocks have been stoutly outperforming value stocks since the beginning of last year:
Growth Stocks (Red Line) Have Recently Outperformed Value Stocks (Blue Line)
 
Source: Federal Reserve Bank of St.[…]

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What You Need to Know About FAANG Stocks, Google, Apple and More!

July 21st, 2018
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This week was packed with newsworthy headlines as Netflix missed first quarter estimates, Google faces EU penalties and Apple and Amazon fight to the finish for a trillion valuations. Read on the get the details.
Appealing the Mega-Merger — the U.S.[…]

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What You Can Learn from the Brexit

July 16th, 2018
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On June 23, 2016, voters in the United Kingdom took the bold step of opting to leave the European Union. Yet here we are, over two years later, and there is still no deal for how ‘Brexit’ will actually occur – in fact,[…]

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The Problem with GDP Calculations

July 9th, 2018
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For the better part of a century, economists have been wrangling over the most effective and accurate way to measure the U.S. economy’s size and growth. Spoiler alert: they haven’t found it yet.1
To be fair, the task before them is monumental – measuring an economy as diverse,[…]

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Could This Trade Threat Actually Be Recessionary?

July 7th, 2018
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Trade seems to be the topic of the week as Axios reports Trump privately mentioning that he may want to leave the WTO, which would upend a 70+ year old institution representing trillions of dollars of trade. Additionally, tariffs on the auto industry could affect millions of U.S.[…]

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Could the “Amazon Effect” Change the Investment Landscape?

June 20th, 2018
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You may have heard the phrase “Retail Apocalypse” recently, in reference to the wave of store closures and bankruptcies hitting the U.S. retail sector. The names on this hitlist are familiar ones: Macy’s shuttering 100 stores and laying off 5,000 workers1;[…]

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