Trademark Market Perspective for 03/04/2021
Follow-ups and New Thoughts: 1) Emerging Markets are still exciting for the long run, but surging interest rates are not helpful for this asset class. Higher yields in the U.S.…
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. …
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…
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…