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2020 will be a “Year of the Three Big E’s”
Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ...
01-27-2020 | READ POSTAre Student Loans the Next Big Bubble to Burst?
Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ...
09-30-2019 | READ POST2019 Theme of “Slowing but Growing” Continues
Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ...
09-04-2019 | READ POSTConsumer Spending Continues to Drive Earnings and Economic Growth
Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ...
07-16-2019 | READ POST
Market Commentaries
New Developments Drive New Reactions to the Coronavirus
Once again, the infamous coronavirus is attracting attention. This time, investors may be taking the potential economic implications a bit more seriously. For some time, we’ve known about the virus’s potential impact on China, and in turn, the global economy. ...
02-25-2020 | READ POSTBalancing Short-term Gains with Long-term Growth Prospects
It’s no secret to stock investors that earnings drive long-term returns, but the expectation for what a company does with the cash it earns has changed over the last 30 years. Broadly speaking, a company has two options regarding what to do with any earnings (cash) generated during each fiscal quarter. ...
02-18-2020 | READ POSTStrong Economic Data Overcame Coronavirus Fears for Investors Last Week
Earnings continue to roll in this week along with a slew of economic data releases. Updates on inflation, small business optimism, retail sales, and consumer sentiment will undoubtedly garner attention as will continued updates on the Coronavirus....
02-11-2020 | READ POSTHow Concerned Should Investors be about the Coronavirus?
In judging what impact the coronavirus is likely to have on global economic growth and, by extension, portfolio returns, let’s first examine its lethality relative to previous contagions. For instance, the 2003 SARS outbreak carried a mortality rate of approximately 10%, whereas the mortality rate for victims of the coronavirus currently sits around 2.2%....
02-04-2020 | READ POST
