Market Commentary

Are You Making a Big Mistake in These Volatile Times?

Stock market volatility continues unabated. It may be too early to tell, but I’m marking the top of this current market correction at July 20, with the bottom still to be determined (though I’d say it’s still a few weeks off).[…]

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Xi Jinping’s Visit, Microsoft’s China Connection, Volkswagen Woes, and More

September 25th, 2015
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Xi Jinping’s U.S. Visit Overshadowed by the Pope – the pontiff grabbed all the attention this week in his first visit to the United States.  Pope Francis’ candid and often politically charged views provoke thought and unsettle politicians across the spectrum,[…]

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What Market Volatility Means for Retirees

September 23rd, 2015
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Recent market volatility has some investors on edge. From August 18 – August 25, 2015, the S&P 500 declined over 10% and in noisy fashion, with big down days and media reports instilling fears of an impending global economic slowdown (rooted in China).[…]

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Fed Narrative Doesn’t Change, Mega-brewery Potential, Lyft vs. Uber

September 22nd, 2015
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In this week’s edition…

The Federal Reserve Needs a “Little Bit More TIme”
Focus on Trend-lines, Not Headlines
Megabrewery in the Works
Lyft Challenging Uber ini China with Didi Kuaidi Partnership

 
The Federal Reserve Needs a “Little Bit More Time” – those were the words Janet Yellen used when outlining the Fed’s case for keeping interest rates steady.[…]

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Negative Earnings – Should You Be Worried?

Earnings posed a legitimate headline risk in the second quarter: total earnings for S&P 500 companies were down -2.1% from the same period last year on -3.4% lower revenues. Yikes.
And, that’s coming off a weak first quarter when earnings basically flat-lined nudging only +0.8% higher.[…]

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Jobs in America, China, Japan and Brazil

September 11th, 2015
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Jobs in America – the unemployment situation been a perceived blemish on the U.S. economy for some time, but the numbers don’t support the negative sentiment. In the month of August, the economy added 173,000 jobs and contributed further to the ongoing trend: monthly 2014 job additions were +10% above 2013,[…]

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Bargain Hunting for Stocks

September 11th, 2015
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The market’s recent flare-up – or flare-‘down’ – has created three camps in the investor community: those who have turned bearish, those who have become nervous enough to reduce their equity exposure, and those who remain bullish over the longer term and see this as an opportunity.[…]

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Market Volatility – Like 2008 or 1998?

September 5th, 2015
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If you’re nervous about where the market is headed (after enduring two eyebrow-raising weeks of pronounced volatility) then guess what – you’re normal. Human nature is to fear losses, and memory of the 2008 bear market still lingers. Nobel Prize-winning psychologist Daniel Kahneman discovered that investors dislike losses roughly twice as much as they enjoy gains.[…]

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Economic Trends in India, Brazil and Europe; Hedge Funds Battered

September 4th, 2015
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In this week’s edition…

The Beacon of Light for Emerging Markets: India
Meanwhile Brazil Continues to Fizzle
Mixed Signals from Global Purchasing Manager’s Indices
Battered Hedge Funds

The Beacon of Light for Emerging Markets: India – India reported a 7% rise in GDP during the April-June period (year-over-year),[…]

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Bear Market or Classic Correction?

Volatility has rattled the market with the S&P 500 down slightly more than 11% in just six trading days (though 8/26/15). Global markets have fared worse. But, my advice to you now is – don’t let it rattle you too.
To many investors,[…]

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