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Uncategorized, Weekly Update

Investors Are Reminded How Critical the China Trade Deal Is


Published May 10, 2019

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After weeks of calm, stocks were rattled this week as the expected trade agreement between the U.S. and China appeared to encounter serious pressure. Entering the month of May, the Trump Administration was encouraging investors with comments that the agreement was in the “final laps” with “productive” meetings being held. However, this week the tone out of the Administration changed dramatically. (more…)

Uncategorized, Weekly Update

Fuel for the Next Leg of the Rally


Published May 3, 2019

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Recent headlines tell us the “stock market” has returned to record high levels. We put that in quotes because closer observers of the broader universe of stocks will tell you that it’s predominantly the larger companies whose stocks have moved higher. The indexes of midcap and smallcap companies remain well below their highs of last September. (more…)

Uncategorized, Weekly Update

Time for Caution?


Published April 12, 2019

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Below is a recent market and economic commentary from the folks at Schwab. As with many of their comments this year, they remain quite cautious on the stock market despite its run higher. Here, they explain what they see that causes them some pause: (more…)

Uncategorized, Weekly Update

Oh That Inversion? No Big Deal


Published April 5, 2019

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Markets have very quickly put behind them the whole inverted yield curve fear. It lasted all of a couple of days. The cold water was poured on that fear when Chinese manufacturing posted a surprisingly high reading, reversing months of declines. (more…)

Uncategorized, Weekly Update

Falling Interest Rates Give Investors Pause


Published March 29, 2019

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After a Fall 2018 stock market slide and early 2019 rebound, investors are trying to determine what happens next. Weakening global growth along with the uncertainty around Brexit and trade tariffs have been sources of market concern. In the midst of those uncertainties, the money policy of the Federal Reserve has done a complete about-face in a handful of months, shifting from raising rates to potentially reducing them. (more…)

Uncategorized, Weekly Update

Markets Take a Breather


Published March 8, 2019

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After a 10-week rebound since the Christmas Eve bust, stock bulls have paused to take a break. They’ve done so right at 2800 on the S&P 500 and, coincidentally(?), just after recovering that December swoon (and hardly a penny more). In other words, the fear that gripped markets in December proved unfounded in January/February. We are now back to considering the first market drop in October that kick-started an ugly period for stocks and many calls of a new bear market. Will stocks recover the October decline as well? (more…)