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06Nov 20

Notes and Thoughts for November 6th, 2020

A “Blue Wave” trade developed over the past two weeks in which investors bought stocks that would theoretically benefit from a potential $5-6 trillion dollar infrastructure spending and stimulus bill…

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26Oct 20

Quarterly Market Perspective for 3Q20

Summary  The U.S. stock market gained 8.9%[1] last quarter as investors gained confidence that the worst of the COVID 19 crisis was behind us.  Ten of the eleven industry sectors…

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30Jul 20

Trademark Market Perspective for 2Q20

Summary Stock prices rebounded sharply last quarter as investors began to anticipate an economic recovery.  Whether the recovery actually comes to pass as soon as the market hopes is another…

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