There is a better future ahead
December 28, 2018
There is a better future ahead. No, that is not a market or economic forecast. Just a simple belief as we look to close this…
Edge Research Insights: Fed Disappoints but Shows Flexibility
December 20, 2018
Download Full Commentary Here: Edge Research Insights: Fed Disappoints but Shows Flexibility
“To hike, or not to hike”
December 14, 2018
“To hike, or not to hike, that is the question. Whether ‘tis nobler in the mind to suffer the slings and arrows of outrageous tweets,…
Has the world turned upside down?
December 07, 2018
Has the world turned upside down? This week the media seized on the occurrence of an “inverted” Treasury yield curve which happens when yields on…
A few words can go a long way
November 30, 2018
A few words can go a long way when the equity market is this anxious. There are four key issues overhanging equity market sentiment…
“Art of the Deal”
November 16, 2018
There is no part of the world left untouched by the “art of the deal.” Look no further than the United Kingdom whose Prime Minister…
Take your pick
November 02, 2018
Take your pick. On any given day, there are many bits of information both good and bad that become available and the interpretation is driven…
Markets are always changing
October 29, 2018
Markets are always changing. As an investor, we must constantly survey the financial landscape to identify risks and opportunities to ensure we hold the highest…
Q4 2018 Quarterly Outlook
October 19, 2018
Edge Capital Group Q4 2018 Outlook After an exceptionally strong and resilient third quarter for US equities, the bears have stirred up market volatility again…
Edge Research Insights: Credit Tightening Accelerating Volatility
October 15, 2018
Credit Tightening Accelerating Volatility Download Full Commentary Here: Edge Research Insights: Credit Tightening Accelerating Volatility The US equity market has been the sole standout performer…
The tide has turned
October 05, 2018
The tide has turned. This week, the yield on the 10 year maturity US Treasury moved decisively above 3% to rest at 3.2% on Friday’s…
It was pretty well telegraphed
September 28, 2018
It was pretty well telegraphed. This week the Federal Reserve raised the target rate range to 2.0-2.25% in a move that was widely expected. While…
Technology has changed the way we live
September 21, 2018
It is not a stretch to say that technology has fundamentally changed the way we live. Businesses are also hiring their own tech consultant to…
There are always two sides to every story
September 14, 2018
There are always two sides to every story. You have to see the perspectives of both sides to understand a situation and to anticipate what…
“Time and tide wait for no man.”
September 07, 2018
“Time and tide wait for no man.” It is a saying which has found its way through history albeit with uncertain provenance. The list of…
So what else is new?
August 31, 2018
So what else is new? For all the talk on trade, there is more going on in the US economy than just that. The further…
Isn’t that a peach?
August 24, 2018
Isn’t that a peach? In this week’s news, the legal drama of two of President Trump’s campaign associates separately reached conclusions which leads them…
Let’s talk Turkey…because at this point it seems that everyone else has!
August 17, 2018
Let’s talk Turkey…because at this point it seems that everyone else has! The old quote from Hemingway is applicable here. In the novel The Sun…
Everything takes time
August 10, 2018
Everything takes time. The mainstream financial world has always been deliberate (read that as slow) to adopt new investment paradigms into practice. While academia…
Is the season changing?
August 03, 2018
Is the season changing? It has been a remarkable streak since the recovery began after the financial crisis almost ten years ago when “growth”…
Are we talking about zero?
July 27, 2018
Are we talking about zero? Zero tariffs that is. In this week’s episode of the US versus the World trade saga, the US and European…
Europe is a dollar short
July 20, 2018
European equity markets are a dollar short this year. A US Dollar (USD) short to be specific. The STOXX 600 index (the European equivalent of…
Q3 2018 QUARTERLY OUTLOOK
July 18, 2018
The threat of a global trade war has escalated, both in the monetary value of the tariffs being levied and the number of nations that…
It’s about the people.
June 22, 2018
It’s about the people. So much of our attention as investors centers on issues like trade or monetary policy which have real effects on economies…
Are financial markets flashing a red light to policy makers?
June 15, 2018
Are financial markets flashing a red light to policy makers? That is what an online broker and investors are wondering this week as two major…
Is it going to be a gusher?
June 09, 2018
Is it going to be a gusher? One of the expected outcomes of the tax cut legislation passed last year was that US corporations who…
Let’s get to work!
June 01, 2018
Let’s get to work! Friday’s employment report was stronger than expected with US payrolls increasing by an estimated 223,000 jobs in the month of May,…
(Kim Jong) Un Again, Off Again
May 26, 2018
This week saw quick reversals on the North Korean front as the anticipated summit was canceled as unexpectedly as it was set only to be…
Act now, supplies are running out!
May 22, 2018
Act now, supplies are running out! While you most often hear that phrase during a late night television commercial (if you are still watching network…
Beauty is in the eye of the beholder.
May 22, 2018
Beauty is in the eye of the beholder. The old saying rings true not only for aesthetics, but also for whether people find an action…
May the Fourth be with you!
May 22, 2018
May the Fourth be with you! Unknown to many, today is unofficially celebrated as Star Wars Day in honor of the worldwide pop culture phenomenon…
Don’t call it a comeback!
May 01, 2018
“Don’t call it a comeback!” That classic line from the 1990 song Mama Said Knock You Out by American musician LL Cool J comes to…
Q2 2018 Quarterly Outlook
May 01, 2018
Rising interest rates and concerns over an overheating US economy were enough to finally reverse one of the longest unabated market streaks in recent history,…
Round and round it goes, where it stops nobody knows!
April 16, 2018
Round and round it goes, where it stops nobody knows! Watching the macro news flow, it certainly feels like a merry-go-round traveling a bit too…
It’s getting noisy in here.
April 06, 2018
It’s getting noisy in here. The beating drum of trade conflict gets louder as there is another day and another tariff. It seems the Trump…
The US government just took a bite out of the FANGs
April 06, 2018
The US government just took a bite out of the FANGs. Following the serious privacy concerns raised at Facebook, it is now squarely in the…
It’s the running of the bulls!
March 23, 2018
It’s the running of the bulls! No, not the one in Pamplona in July. This stampede happened on Wall Street this week as jitters took…
Where’s the beef?
March 23, 2018
Where’s the beef? Not many people in today’s markets may remember that catchphrase from a 1984 commercial for American fast food chain Wendy’s. The question…
Are we going to trade more than jabs?
March 09, 2018
Are we going to trade more than jabs? That is what the markets (and the world) are starting to wonder as this week the Trump…
Getting on the Same Page: Developing an Investment Policy Statement
March 08, 2018
GETTING ON THE SAME PAGE: DEVELOPING AN INVESTMENT POLICY STATEMENT Download full commentary here: GETTING ON THE SAME PAGE: DEVELOPING AN INVESTMENT POLICY STATEMENT At some…