Market Commentary

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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4 Indicators to Watch in 2016

January 8th, 2016
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Certainly, it’s been a tough week for the markets.  Still, we can’t stress enough how important it is to stay steady, know your risk profile, ensure you’re investment allocations match that profile and think longer-term.  Historically, this approach has proven itself out time and time again.[…]

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Stocks and Election Years – Worrisome or Welcoming?

The stock market is chock-full of patterns and theories that drive investment decisions like “sell-in-May-and-go-away,” the “Santa Claus rally,” and so on. Another popular pattern theory relates to how stocks perform during an election cycle. With the presidential election coming this year,[…]

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Stock Market Gloom or Glee on 2016?

2015 was a fairly disappointing year for most investors with flattish returns and a sizable summer correction that jarred sentiment. To be sure, we weren’t expecting much to begin with for stocks on the year – modest single digit returns that would,[…]

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5 Factors that Impacted the Market in 2015

January 2nd, 2016
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2015 looked a lot like 2011 – the equities markets got off to a solid start, experienced a correction during the summer months, but then couldn’t quite power through to new highs. It was a year of middling returns.
To experience a flat year (or years) within a bull market,[…]

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Deteriorating Credit Market – Harbinger for Recession?

The high-yield (junk) bond space has been under legitimate pressure over the last few months, and there may be even more trouble ahead. You can pick from any variety of negative developments to help you make a bearish case (if you’re so inclined): performance over the last six months has been dreadful,[…]

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