Market Commentary

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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Q1 Earnings Season: Thumbs Up or Down?

April 14th, 2018
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This week proved to be eventful for tech as Mark Zuckerberg, Founder of Facebook, testified before Congress and Apple achieved its goal of powering operations with 100% renewable energy. Additionally, this earnings season could see its fastest growth rate since 2011 with seven sectors expected to see double digit earnings growth. Get all the details […]

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Uphill Battle for Stocks?

Technology stocks are under mounting pressure, and the S&P 500 remains in correction mode. The threat of a trade war is growing. Investors are understandably getting more skittish by the day. Those are the headlines of the day in the financial world, and they are a source of worry for many. But I don’t actually […]

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2 Biggest Issues Affecting the Market Right Now

April 7th, 2018
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Two of the biggest economic issues of the week appear to be the looming trade war and continued “techlash” on the world’s largest technology companies. What does this mean for the markets? Read on to find out… The U.S.’s Tit-for-Tat on Trade with China – this week saw a flurry of activity in the brewing […]

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