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Corporate Earnings Will Lead Us

I hope you are well, enjoying the summer, and starting to get out and about. The grip of the pandemic continues to lessen, although the recent trouble with variants reminds us that we are not free and clear of this event. At the same time, the US economy continues to recover in a very robust [...]

By |2022-07-20T18:56:44+00:00July 16th, 2021|Market Commentary|

The Markets & Main Street

The pandemic gripping the globe since early last year is beginning to abate. Over the coming years, there will be many lessons learned, but for now, one important lesson for investors to learn is that the stock market and Main Street are not one and the same. Making decisions based on that assumption can have [...]

By |2022-07-20T18:57:13+00:00May 19th, 2021|Market Commentary|

Making Comparisons Meaningful

I hope you are all well and enjoying a beautiful spring.  We continue to see mixed messages with respect to the progress of the pandemic.  Things are not completely back to normal but the progress toward such is certainly underway. Currently, we are in the middle of earnings season with corporate America reporting results for [...]

By |2024-01-22T17:57:44+00:00April 28th, 2021|Market Commentary|

Asset Class Rotation and Momentum Investing

Well, after a stellar year of returns for our clients in 2020, this first quarter has been tough on our trend and momentum investment management style.  It hasn't been awful, but frustrating for sure, with the seemingly constant shifts in asset leadership since the start of 2021.  January resulted in a good continuation of the [...]

By |2022-07-20T21:15:53+00:00April 13th, 2021|Market Commentary|

Where Do We Stand Today?

Global markets experienced yet another exceptionally volatile week as bond rates continued to move higher, although Friday's session proved to be a positive one for major indexes.  Since reaching an all-time high on February 16, the S&P 500 (SPX) Index posted a negative return of -2.31% (through 3/5), while the Nasdaq Composite (NASD) fell -8% [...]

By |2022-07-20T21:18:21+00:00March 9th, 2021|Market Commentary|

Are Valuations Too Lofty?

Twenty-twenty (2020) was a year of head-scratching drama. The year started off great with low unemployment, an economy humming along, and the stock market hitting all-time highs in mid-February.  Then things began to fall apart. The pandemic gripped the world's attention; the market sold off roughly 34% in just a little over a month; and [...]

By |2022-07-20T21:20:15+00:00February 4th, 2021|Market Commentary|

Office Introductions & Analysis of Financial Markets in Unified Political Environment

We know that the current political climate has many investors wondering how the US equity markets will perform under unified political leadership.  We think it helps to understand the past in order to think about what the future holds.  Today, the folks at Nasdaq Dorsey Wright, who provide us with their proprietary charting information, have [...]

By |2022-07-20T21:20:46+00:00January 13th, 2021|Market Commentary, Processes|
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