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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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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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 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 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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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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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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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.[…]

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