Market Commentary

Bullish Until Proven Otherwise

May 21st, 2018
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Being a successful long-term investor requires research, patience, discipline, smart decision-making, and maybe a little bit of luck along the way. Honing those traits and applying them to portfolio management is a solid formula for generating competitive results over time, in my view. But there’s another key trait that investors need in steady supply in […]

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What Could the Rising Bond Yield Signal for Investors?

May 19th, 2018
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This week the 10-year Treasury finally crossed the 3% threshold. But, what could a rising 10-year yield signal for investors? And how could the tariffs on Japan and China affect the market. Read on to get the details… Bond Yields Cross Key Threshold – much has been made in the bond world about the 10-year […]

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How to Avoid Bad Investment Forecasts

May 13th, 2018
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At any given time, there are always several impactful events happening at once in the global economy and the capital markets. Earnings reports, inflation readings, central bank decisions, trade deals, geopolitical chess moves with weighty implications. Taken together, all of these factors hold some sway over the direction of stocks and bonds, so it makes […]

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Oil Prices Rise – How Could This Affect the Market?

May 12th, 2018
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With Trump’s announcement to leave the Iran deal, all eyes are on the oil market and how it will react. Additionally, China and the U.S. plan to talk through trade deficits. Read on to get the details… Oil Prices on the Rise – Crude oil prices surged above $70 this week, with a final push […]

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Will Fiscal Stimulus Tip Inflation into Dangerous Territory?

May 6th, 2018
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For most of this economic expansion, inflation has essentially been a non-factor. In spite of the Federal Reserve lowering interest rates to the zero bound for several years while also engaging in quantitative easing programs designed to pump liquidity into the economy, the inflation rate has rarely touched its 2% target.1 In the early years […]

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When a Bull Market Ages, Focus on Quality

April 29th, 2018
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Let’s face it – this bull market is old. Very old. And forgive me for being harsh, but it also might die soon. While I don’t believe bull markets die of old age, I do think that the longer an economic and market growth cycle runs, the more vulnerable it becomes to fundamental breakdowns – […]

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What is Giving Investors Confidence?

April 24th, 2018
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Some of the world’s most valuable commodities saw price gains this week while financial stocks seem to be lagging. But the question is why? And what gives us confidence for the year ahead? Read on to get all the details! Commodity Prices Surge – some of the worlds’ most valuable commodities – oil, aluminum, nickel […]

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The Market Risk No One is Talking About

April 22nd, 2018
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If your biggest concern as an investor right now is the trade war, or regulation on the technology sector, or even the threat of a new geopolitical conflict, then you might not be digging deep enough into some of the headwinds the U.S. economy currently faces. To be sure, the risks I just mentioned are […]

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Time to Sell Tech?

April 18th, 2018
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Harvey S. from Youngstown, OH asks: Hi Mitch, with all the bad press about Facebook, and with Amazon looking like it could be in trouble too, would you say the outlook for technology companies is not looking so good at the moment? I know they’ve been leading the market for so long. I wonder if […]

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The Driving Forces of Market Volatility

April 15th, 2018
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Regular readers of this column know that on several occasions over the last year, I cautioned investors that volatility was likely to rear its ugly head at some point. In my view, it was never a matter of “if” – just a matter of when. The experience in 2017 of very low volatility and robust […]

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