Tag: Market Update
20 posts tagged as "Market Update"
Has Amazon become the new “Ma Bell”?
June 06, 2020
Has Amazon become the new “Ma Bell”? After Alexander Graham Bell patented the telephone in 1876, he formed the Bell Telephone company which for the…
Update on the Economy, Financial Markets, and Policies
May 31, 2020
Since Covid-19, the US stock market performance has had two distinct groups: Growth (Technology/Communications/Healthcare) and Value (Financials/Industrials/Energy/Materials). Leadership has never been more concentrated. There are…
Quietly, the stock market climbs higher.
May 09, 2020
Quietly, the stock market climbs higher. We say quietly because something has been missing – volume. This week’s relentless climb for the S&P 500 has…
Well, there’s another first.
April 26, 2020
Well, there’s another first. We all woke up on Monday to a crashing oil price that eventually went negative on the May futures contract for…
Help is on the way!
April 19, 2020
Help is on the way! That is what financial markets are feeling this week despite another difficult string of economic data. This week’s new claims…
Life is going to change.
April 13, 2020
Life is going to change. How could it not? We have seen health scares over the years, but at a psychologically safe distance far from…
The world is at war.
April 05, 2020
The world is at war. Like in all wars, lives are at stake. Unlike military conflicts, however, humanity fights together against a pandemic to save…
It’s the great data chase.
March 29, 2020
This week offered the first reprieve of asset price recovery in the current bear market. Swift and significant action by the Federal Reserve enabled the…
These are truly remarkable times.
March 20, 2020
These are truly remarkable times. The uncertainty of the virus. The interruption of the economy. The disruption in daily lives. Worldwide. What is…
What’s in a price?
March 13, 2020
What’s in a price? It’s an important question for the markets today. The price decline in equities this week is nothing short of astounding in…
Wow. Where do we begin?
March 09, 2020
Wow. Where do we begin? It has been an incredible week in follow up to the last. Relentless news flow on the virus and the…
Talk about taking it in the “shorts”.
February 07, 2020
Talk about taking it in the “shorts”. Tesla (ticker TSLA) has been on a remarkable rise. Since the end of May 2019 when TSLA closed…
Where has the time gone?
January 31, 2020
Where has the time gone? Like a flash, one-twelfth of the new year has passed. It feels like we are still taking stock of the…
What are the chances?
September 15, 2019
What are the chances? Two of the pivotal points for the financial markets in the past several months has been US-China trade relations and Federal…
Elevators and Escalators
August 18, 2019
It is often said that equity markets fall like an elevator and rise like an escalator. We have seen that description hold true these last…
US Earnings Season Kick Off
July 19, 2019
US earnings season officially kicked off last week, and through yesterday approximately 15% of the S&P 500 has reported results for the second quarter. This…
Up, up and away!
July 12, 2019
US equity markets established new all-time highs this week as the S&P 500 crested over 3,000 and the Dow exceeded 27,000. Asset markets are ascending…
Making sense of the markets today
June 23, 2019
What do you have to believe to make sense of the bond and equity markets today? Fulfilling market expectations, this week the Fed kept rates…
The Global Bond Market
June 15, 2019
The global bond market is feeling negative. Truly negative. Like “pay the issuer to take your money for years” negative. Governments such as Germany, Japan,…
It all adds up
June 07, 2019
It all adds up. One, two, three, four. This week a combination of data points caused the equity market to rip and the 10-year US…