Notes and Thoughts for December 10th, 2020
Global stock markets, almost every single one, have been hitting on all cylinders lately. In fact, some of the best recent performance has been in areas of the market –…
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…
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…
Trademark Market Perspective for 8/31/20
The Fed Not much to say about the U.S. stock market overall. I’ve been reading a lot of analogies lately, so here is mine: Imagine northern California, circa 1849. Gold…
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…