Market Commentary

Global Effects of Asian Work Restrictions, Housing Supply Rises, U.S. Economy Cools

August 30th, 2021
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Lock downs stifle Vietnam manufacturing, 2 years of remote work due to pandemic, housing prices still high amid more supply

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3 Factors to Consider When Considering Inflation Hedges

August 30th, 2021
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As inflation becomes a bigger issue, it’s important to look at the pros and cons of various hedges against it

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How Investor Biases Affect Buy and Sell Decisions

August 30th, 2021
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The “endowment effect” argues that the value investors place on an asset depends in large part on whether they already own it.

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Companies are Cash-Rich, U.S. Growth Outpaces China, Retail Sales Dip

August 22nd, 2021
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U.S. firms sitting on record levels of cash, retail dip could be cause for concern, Q2 GDP growth surges ahead of China

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2021 Surprises: Earnings Higher, Rates Lower Than Expected

August 22nd, 2021
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Stocks have outperformed expectations. Interest rates are lower than predicted. What happens next?

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When Will the Fed Begin to ‘Taper’?

August 19th, 2021
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Mitch offers his perspective on when the Fed will begin to taper its Treasury and mortgage security purchases

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Economic Growth is Peaking…What Happens Next?

August 16th, 2021
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We likely saw peak economic growth in Q2 … but that doesn’t have to spell doom for the market and economy.

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Inflation Still High but Easing, More Jobs than Jobless, Gold not Great Inflation Hedge

August 16th, 2021
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A look at what’s driving inflation, why there are more open jobs than unemployed workers, and how gold fares against inflation

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Why Aren’t Interest Rates Rising With Inflation?

August 16th, 2021
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The consumer price index has shot up, but interest rates have dropped. Mitch discusses some possible reasons.

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Will Record-Setting Investment in U.S. Markets Trigger Volatility?

August 9th, 2021
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Capital flowing into U.S. equities may lead to volatility, but that is a normal part of a strong market

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