Market Commentary

Trade Boost from Trans-Pacific Partnership?

February 5th, 2016
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Welcome to the weekend!
We continued to see the market move downward this week in context of more volatility. Know there is much more to the story than what we read in mainstream media headlines. The macro-outlook is good with real GDP growing,[…]

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Bank of Japan Shocks Markets

Amidst the hysteria accompanying global market uncertainties, Japan’s announcement of a new monetary weapon is yet another surprise markets have to absorb. On Friday, the Bank of Japan (BOJ) unveiled its plan to lower interest rates to a negative -0.1% on excess bank reserves.[…]

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Which Stocks Feeling Pinch of Strong Dollar?

The economics of a stronger dollar offer mixed blessings. On one hand, a stronger dollar means that foreign goods are less expensive which benefits consumers and, for example, travelers who visit countries with weakened currencies. It can help companies too, particularly those that import a great deal of their production and raw materials used for building products and hardware.[…]

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Experiencing Sequence Return Risk?

Regardless of whether you are retired or thinking about it, understanding Sequence Return Risk could be critical. The concept becomes especially important as markets turn volatile, as they are now. Here’s a run-down on Sequence Return Risk so you can prepare as needed…[…]

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Earnings Down, But Not Out

January 29th, 2016
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Earnings Down, but Not Out – Q4 2015 results are in from 173 S&P 500 members, who combine for nearly half of the index’s total market capitalization. It’s been a bumpy start to say the least – total earnings for these reported companies are down -1.6% from the same period last year on -1.9% lower revenues (with 72.8% beating EPS estimates and 47.4% coming ahead of revenue estimates).[…]

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Oil – The Three Biggest Worries

We think it’s high time someone put their foot down and called the collapse in oil prices what it really is: a net positive! I find it interesting that, when oil prices are high, the narrative is negative. But, when prices fall precipitously and energy becomes cheaper that’s also a bad thing![…]

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Worried About China?

January 22nd, 2016
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Certainly, it’s been a rough few weeks for the markets.  Still, our team cannot urge you enough to Stay Steady – fundamentals still look good. Too many times we’ve seen investors change their asset allocations in an emotional response to selling pressures only to have this do more harm than good.[…]

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Market Corrections – The Single Most Important Feature

The market abruptly slipped into correction territory to start the year charting a virtual free fall from its December 29th level.
The S&P 500 is Retesting Correction Lows

Any relief gained from market rallies has been rendered obsolete in these first few weeks.[…]

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Will Stocks Be Impacted by China’s Volatility?

China’s wild volatility is back. Investors were greeted in the New Year with a replay of last summer’s Chinese markets drama and big single day downswings in the first week of trading.
The source of the turmoil can be traced to two factors,[…]

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China’s Evolving “Drinking Habit” and More…

January 15th, 2016
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Coffee Anyone? – Amidst all the negative rumblings about China’s slowdown and potential impact it might have on the global economy, it’s easy to forget how powerful the rise of the consumer and the middle class is there. A good anecdote for just how powerful this force is – and will become – comes from a recent announcement by Starbucks (SBUX).[…]

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