Market Commentary

2008 Financial Crisis Redux?

It started with concerns over U.S. bank exposure to energy loans and now it has spread like wildfire to Europe. The issue – falling commodities prices. Concern has escalated as investors start to price-in the possibility, or likelihood, that a v-shaped recovery in oil prices is not likely in the foreseeable future.[…]

Read More

Market Volatility and the Economy – What’s Going On?

Market volatility has been ruthless of late and I fully understand the toll it can take on the investor psyche. Even veteran investors will scratch their heads wondering if, maybe, it’s different this time. Ah, but wait! Don’t forget that old John Templeton quote about the four most expensive words in the English language: “This time it’s different.”

Quotes aside,[…]

Read More

Beware the Perils of Market Timing

February 10th, 2016
  |  

Chicago, Illinois writes…
I’m hearing some pundits say “the Bear is here, get out of the market.” I’m worried. What is your advice?
Many thanks for asking Chicago – we’re getting this question multiple times a day now.  What the above suggests is that you become a ‘market timer.’ Beware the perils of market timing – […]

Read More

Who’s Really Getting Crushed by Lower Oil?

Crude oil’s continuing downward spiral has left many puzzled, some unemployed and others bankrupt. As the WTI (oil pricing benchmark) plunges to below $30 per barrel, concerns about the Energy sector intensify, especially as there appears to be no clear indication of a rebound in the near term.[…]

Read More

Trade Boost from Trans-Pacific Partnership?

February 5th, 2016
  |  

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,[…]

Read More

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.[…]

Read More

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.[…]

Read More

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…[…]

Read More

Earnings Down, But Not Out

January 29th, 2016
  |  

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).[…]

Read More

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![…]

Read More
Top

Let’s start the conversation