Market Commentary

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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BIG Market Downturn – Trouble Brewing?

China rattled global equities on Tuesday, August 11 when they devalued the yuan against the dollar nearly 2%; the largest devaluation since China implemented its ‘modern’ exchange rate system in 1994. The S&P 500 immediately sank -1.5% at the start of trading on Wednesday (August 12),[…]

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Small Caps – Wisdom or Wasted Opportunity in an Aging Bull Market?

There’s “conventional wisdom” out there that as a bull market matures, large cap stocks tend to become the outperformers. According to this thinking, investors tend to shift investments to companies with well-established revenue sources, market penetration, and huge stockpiles of cash as a bull market ages.[…]

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