Market Commentary
Happy New Year!
Talk about a roller-coaster – 2020 was the king-daddy of them all! And while it’s not over just yet, I…
Our Thinking — 2020
Everything we published in 2020, newest first. These were written about the market as it stood on the day, so the date matters as much as the words.
29 posts from 2020 · page 1 of 3
Market Commentary
Update from White Oak
We hope that you have had a very Merry Christmas and holiday season and are looking forward to a Happy…
Market Commentary
Bringing 2020 to a Close
As we head toward year-end, it is easy to chalk up 2020 to a crazy year where nothing made sense.…
Market Commentary
The Election & Back to Basics (Part 2)
Let me begin by commenting on the election and the market’s reaction thus far. While many likely expected market upheaval…
Market Commentary
Back to Basics
As we all continue to navigate these turbulent times, it may be helpful to periodically refocus on why we invest…
Market Commentary
Are We Headed in the Right Direction?
Over the past six months, I have written several articles trying to help clients catch glimpses of the economy. We…
Market Commentary
Momentum Investing
For the past nearly eighteen years, I have been a trend and momentum investment manager, and it has served White…
Market Commentary
A Complete Strategy Needs a Plan for Offense & Defense
Something that caught our eye recently was a New York Times article entitled “Once You’re out of the Market, It’s…
Market Commentary
Consumers Continue to Power Through
About a month ago, I wrote about consumer spending and how credit card data suggested a pronounced recovery from lows…
Market Commentary
Does the Index Really Tell the Story?
As the market continues to trudge higher, I continue to hear comments that there must be something wrong with the…
Market Commentary
Update from White Oak
Market action on Friday saw muted gains for most domestic equity indices, but those gains did cause the Bullish Percent…
Market Commentary
Consumer Spending During a Pandemic
As we head toward the July 4th holiday, the news media continues to blare out a mixed bag of headlines.…
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