Trademark Quarterly Perspective for 3Q19
SUMMARY The third quarter of 2019 paled in comparison to the previous two quarters as global weakness and trade fatigue combined to depress returns. Even a widely expected September rate…
Market Update for September 18th, 2019
Thoughts ahead of this week’s Federal Reserve meeting: Investors expect that the Federal Reserve will ease 25 basis points. This time there is very little expectation that a stock rally…
Notes and Thoughts Ahead of this Week’s Federal Reserve Meeting
Investors expect that the Federal Reserve will ease 25 basis points and that stocks will rally as a result. My feeling is that since this is the overwhelming consensus, it…
2Q19 Quarterly Perspective
SUMMARY The second quarter of 2019 is in the books, as they say, and it was another good one for both stocks and bonds. US equities once again outperformed both…
Market Perspective for 6/28/19
The S&P 500 is up close to 4% since the last Update and about 6.5% since the June 3rd low.[1] And yet, nothing really seems different in terms of the…