Our 2020 Market Commentary was written before the killing of Iranian Maj. Gen. Qassim Suleimani. The military action does not change our outlook but does confirm the importance of geopolitical risk in our analysis. Financial Outlook 2020 Analysts generally agree that 2020 will be a decent year for the United States economy, with a possible […]
One of the standard topics at our meetings with clients is our market outlook. Recently I have noticed that clients are more attentive than usual to what we say. I attribute this to all the noisy headlines that do more to confuse than clarify where the economy is headed. Clients are feeling they have a […]
The last time we owned a dedicated position of gold in our portfolios was early 2013. Over the last six and a half years gold prices have generally disappointed, with the exception being the last few months. However, the outlook for the commodity may continue to brighten, at least according to the research we have […]
We have been sitting tight on our portfolio asset allocation since the beginning of the trade war escalation this month. Does this mean we aren’t worried? For now, the answer is, “Yes, unless.” The outlook for US/China trade relations is unsettled. The US could be at the beginning of a long drawn out trade war, […]
We thought we would bring you up to date on our outlook for the markets. While December unnerved many investors, the first quarter of 2019 brought renewed confidence. Q1 S&P 500 performance was the best in over 20 years. What happens next? Where we are not worried: The markets dramatically oversold in December and then […]
The New Year is supposed to be a fresh start. We get to begin all over again with energetic resolutions and stalwart promises, putting last year’s disappointments behind us. Investors are all for leaving behind 2018, which was a particularly rough year. Most asset classes turned in negative performance while volatility punctuated the year at […]
One factor of the October rout in the stock market has been rising interest rates. The market has concerns that the Federal Reserve could eventually overshoot (raise interest rates too high) and stifle economic growth. While an overshoot seems unlikely until sometime in 2020, investors tend to signal their displeasure early. At this point in […]
It shouldn’t be surprising that US stock indices were relatively flat the first half of the year. After all, 2017 brought a stellar, unexpected gift in the form of performance returns. As the year turned over, most investors were aware that stocks can only go up for so long before one of two things happen: […]
Investing is a delicate balancing act, weighing the good news against the bad. Fortunately, for most of the last year and a half, we didn’t hear a lot of really damaging news. Unfortunately, that has changed recently and escalated this past week. Investors usually can handle one challenge fairly effectively, but when the pace of […]
Building on his February 6th blog, Derek Amey spoke with WJAR’s Frank Coletta on Facebook Live to discuss the sudden burst in market volatility.
