Yearly Archives: 2020

  • Last Week’s Markets in Review: Time to Consider International Equities?

    The U.S. Dollar (USD) has been in focus for much of the year. The greenback has been on a steady ascent since 2018, even flirting with decade highs while global markets were in turmoil earlier this year. As civilians stocked up on toilet paper, companies, institutions, investors, and governments stocked up on the world's reserve currency. ... Read More

  • Last Week’s Markets in Review: The Status of the Almighty Dollar

    The U.S. Dollar (USD) has been in focus for much of the year. The greenback has been on a steady ascent since 2018, even flirting with decade highs while global markets were in turmoil earlier this year. As civilians stocked up on toilet paper, companies, institutions, investors, and governments stocked up on the world's reserve currency. ... Read More

  • Last Week’s Markets in Review: Investors Expecting a Bumpy Ride Ahead

    On the economic data front, Federal Reserve Chairman Jerome Powell once again made news as he implored Congressional leaders to succeed in passing an additional fiscal stimulus package, warning that failing to do so would lead to "typical recessionary dynamics." ... Read More

  • Last Week’s Markets in Review: Third Quarter Scorecard

    Although September was a disappointing month, the quarter as a whole was strong. The S&P 500 Index built on an even bigger gain during the 2nd quarter, resulting in the best two-quarter performance stretch for the S&P 500 since 2009. ... Read More

  • Last Week’s Markets in Review: Is More Fiscal Stimulus Needed?

    One way we assess the vitality of the consumer is by analyzing trends in retail sales. According to Bloomberg, retail sales track the resale of new and used goods to the general public, for personal or household consumption, and are thus incredibly useful in analyzing month-to-month changes in consumer spending. ... Read More

  • Last Week’s Markets in Review: Are You Looking for Yield in all the Wrong Places?

    As it relates to low-interest rates, with the U.S. 10 year treasury yield hovering around 0.70%, and traditional savings and money market accounts potentially yielding even less, investors are feverishly searching for alternative ways to generate income. Our objective in this week's market update is to outline the historical risk, return, and yield of various options currently available to those investors with income-production objectives ... Read More

  • Last Week’s Markets in Review: What the Tech?

    What we have observed is that a large number of retail investors, and some large institutions, were active in call option purchases related to the high-flying technology stocks. Buying a call option gives an investor the right, but not the obligation, to purchase the underlying security at a set price. ... Read More

  • Last Week’s Markets in Review: Will the Leaders Continue to Lead the Markets Forward?

    At this time some of the areas we favor are innovative and quality U.S. companies, which can be sector agnostic. Examples include companies developing or utilizing revolutionary technologies like cybersecurity and artificial intelligence, along with biotech companies within the Healthcare sector developing innovative technologies to treat and cure chronic diseases. These will undoubtedly involve some small-cap companies. ... Read More

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