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03Feb 2021

Trademark Market Perspective for 02/03/2021

Emerging Market Asset Allocation It would be unthinkable to put together an investment portfolio today that did not include Apple, Amazon, Microsoft, and Alphabet.  Perhaps also Facebook, Tesla, and Netflix. …

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22Jan 2021

Quarterly Market Perspective for 4Q20

Summary The stock market’s recovery from the COVID-influenced market sell-off in March accelerated last quarter as multiple pharmaceutical companies announced successful vaccine trials.  This news enabled investors to put a…

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06Nov 2020

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 2020

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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