Has the world turned upside down?

Edge Perspectives

Edge Capital publishes research on subjects covering asset allocation strategies, thought leading perspectives on market events, and new investment opportunities for our clients. Our research reports are designed to enhance knowledge and understanding of the markets and to provide a macro outlook. Please feel free to reach out via email at research@edgecappartners.com to discuss any of the views presented here.

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Has the world turned upside down?

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

  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”

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

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

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

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

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

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

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

It is not a stretch to say that technology has fundamentally changed the way we live.  Not only changing the mode of communication (phones, email,…

There are always two sides to every story

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.”

“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?

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?

  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!

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

  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?

  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?

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

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

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.

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?

Are financial markets flashing a red light to policy makers? That is what investors are wondering this week as two major central banks announced actions….

Is it going to be a gusher?

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!

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

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!

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.

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 the Fourth be with you!  Unknown to many, today is unofficially celebrated as Star Wars Day in honor of the worldwide pop culture phenomenon…

Edge Capital Partners Promotes Two Executives to Partner

ATLANTA and DALLAS, May 22, 2018 /PRNewswire/ — Edge Capital Partners (“Edge”), a leading independent wealth management firm devoted exclusively to individuals, families, and institutions…

Don’t call it a comeback!

“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

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!

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.

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

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!

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?

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?

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

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…

Balancing Both Sides: Using Both Sides of your Balance Sheet

BALANCING BOTH SIDES: USING BOTH SIDES OF YOUR BALANCE SHEET Download full commentary here: BALANCING BOTH SIDES: USING BOTH SIDES OF YOUR BALANCE SHEET “Neither a…

Surprise! Earnings are good and valuations are better.

Surprise! Fourth quarter results have been reported by roughly 80% of the S&P 500 and so far they are good. With 412 companies reporting (as…