Market Commentary

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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Will Turmoil in Europe Hurt the Market?

June 11th, 2018
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One could argue that the phrase “political turmoil in Europe” has been applicable in nearly every year of the last decade. For many countries in the region, it has been a constant struggle for unity and political stability in the aftermath of the 2008 Financial Crisis,[…]

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What Does the Future hold for Earnings?

June 9th, 2018
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What “counter measures” have been taken in response to steel and aluminum tariffs and what does the future hold for earnings? Read on to get the full story…
Showdown at the G-7 – Traditionally, the G7 (Group of Seven) Council on Foreign Relations is an amicable meeting between the U.S.,[…]

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Sell in June or Your Bond Portfolio May Be in Ruin

June 3rd, 2018
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You are most likely familiar with the old adage “sell in May and go away” warning investors to sell their stock holdings in May in order to avoid a seasonal decline in equity markets. I do not necessarily advise investors to follow this approach.[…]

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401(k) Mistakes You Need to Avoid!

May 30th, 2018
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Pauline R. from Destin, FL asks: Hi Mitch, I just started a new job that offers several new 401(k) investment options, some of which are “target date funds” that match my retirement year. Before this, I worked at DuPont (Dow Chemical) for 25 years and grew my 401(k) with company stock and a mutual fund a co-worker recommended.[…]

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What’s Next for Emerging Markets: Crisis or Opportunity?

May 28th, 2018
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Unless you have 100% of your portfolio invested in oil (which I would not recommend), it’s been a pretty shaky start to the year for many asset classes and investment portfolios. Stocks, as measured by the S&P 500, underwent what now looks like a double-dip correction to start the year,[…]

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Tax Cuts, Trade War and Eased Bank Regulation – What’s Next?

May 27th, 2018
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This week Congress decided to roll back several bank regulations (Dodd-Frank law) while Trump announced that more tax cuts could be on the horizon. Get the details by reading on…
Congress Eases Dodd-Frank Bank Regulation – in a rare bipartisan effort,[…]

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