Market Commentary
Use Caution When Shifting Your Strategy to the “New Economy”
As the pandemic accelerates existing technology growth, it’s important to keep history in mind
Read MoreEconomic Rebound Better than Expected, China Lags on Trade Commitments
Paycheck Protection Program details released, manufacturing and services improve, China trade deal questions
Read MoreIs the Stock Market Overvalued?
The S&P 500 forward P/E looks like the late 90’s tech bubble. But here’s why it’s different.
Read More4 Factors that Will Influence the Market for the Rest of 2020
The first half of 2020 was a wild ride, whether you’re
looking through an economic, public health, social, or market lens. For the
stock market’s part, equities defied most expectations and are nearly flat for
the year even as the economy remains mired in uncertainty.[…]
4 Lessons from the Last 6 Months
The first half of 2020 has powerfully reinforced a basic principle every investor should know
Read MoreGlobal Manufacturing Rebounds, Commodities Demand Up, Savings Rates Rise
Increased manufacturing, commodities demand signal recovery, Americans save more during lockdown
Read MoreConsumer Spending Will Drive Economic Recovery
As the nation’s economy reopens, consumer spending rebound is stronger than anticipated
Read MoreConsumer Spending Up, Fed Issues Bleak Forecast, Makes Unprecedented Move
Fed buys $250 billion in corporate bonds, Powell warns of long-term risk, consumers back to spending
Read MoreShould Investors Reallocate in This Volatile Market?
Mitch looks at this confusing market and whether investors should change portfolio allocation
Read MoreRecession is Official, Interest Rates Stay Low, Retail Better Than Expected
“Big box” store sales show consumer confidence rising, job loss data is unclear, recession began in February
Read More