Market Commentary

Retailers Getting Crushed…Is the Stock Market Next?

You’ve likely heard that consumer spending accounts for 70% of U.S economic activity. While some argue with this figure and how it is derived, there is still no denying that consumer spending has a notable impact on the economy.
So, what happens when retailers take a big hit like many did in Q1?[…]

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What’s Buffett’s Beef with Hedge Funds?

Warren Buffett’s disparagement of hedge funds isn’t news, but many may not be aware that he is ‘putting his money where his mouth is’ these days. The ‘Oracle of Omaha’ and Protégé Partners placed $1 million on a 10-year wager against one another for charity.[…]

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Inside China’s Emergency Call to the Fed

May 16th, 2016
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With China’s violent stock market volatility characterizing the last year, the People’s Bank of China (PBOC) did something highly unusual and seemingly unthinkable—they emailed the U.S. Federal Reserve for advice.
Last July, the PBOC’s chief, Song Xiangyan, requested the Fed share with China their playbook for Wall Street’s 1987 “Black Monday” crash.[…]

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Weak Economic Data—Sign for Concern?

May 13th, 2016
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The week felt like “Friday the 13th” with headlines to match – weaker-than-expected global economic data, Brazilian President Dilma Rouseff’s looming impeachment trial and the retail sector’s fall in consumer spending. Read on to get inside details of this week’s key investor news…
Around the World in Economic Data – lots of data was released this week which,[…]

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Time to Sell Bonds and Buy Dividend Stocks?

Following the 2008 global financial crisis, central banks around the world implemented aggressive monetary policies in an attempt to reignite the global economy. Europe and Japan are still running QE (quantitative easing) programs and even China entered the game with several interest rate cuts.[…]

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IPOs Hit Standstill – Bear Market Coming?

May 13th, 2016
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A sloppy start to the year for U.S. and global stocks, coupled with growing economic uncertainty, weak earnings growth and China’s hard landing, have weighed heavily on Initial Public Offerings (IPOs). Offerings in the 1st quarter of 2016 hit the lowest levels since the depths of the financial crisis in 2008-09.[…]

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Inside Peabody Energy’s Bankruptcy

May 12th, 2016
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Peabody Energy, a coal juggernaut and one of the world’s largest private-sector coal players with a legacy of 133 years, is now bankrupt. To the shock of many, the once iconic coal company filed for Chapter 11 bankruptcy in St. Louis late this spring.[…]

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Bank Stocks Sailing into New Headwinds

May 11th, 2016
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Recently, five major banks, including Bank of America (ticker: BAC) and JPMorgan Chase (ticker: JPM), failed to meet the recently rolled-out “living will” standards—a regulatory provision designed to prevent a company financial crisis from mushrooming into an economy-wide meltdown.
The new rules are part of the Dodd-Frank Act financial regulatory framework,[…]

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Should You Sell in May and Go Away?

May 10th, 2016
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New York, New York asks…
Mitch, there’s an old investing adage “Sell in May and Go Away,” that’s based on notoriously weak summer returns. I think about doing this every year—does it make sense?
The “Sell in May” adage makes its way into the equities market narrative every year,[…]

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Corporate America vs. the IRS

May 9th, 2016
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Recent news of the Pfizer-Allergan deal collapsing has brought a long-contentious issue back into the spotlight: corporate tax inversions. Corporate inversion (commonly called tax inversion) refers to a company shifting its legal domicile to a lower-tax nation, while maintaining operations in its original country—all in an effort to dodge higher corporate tax rates.[…]

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