Publications
By: Laura Hochstetler | On: February 25, 2018 |
Weekly Market Update
Market Action Stocks were up modestly for the week, breaking the recent trend of sharp swings which produced the worst week in two years and the best week in five […]
By: Andy Quirk | On: February 22, 2018 |
CROSSROADS
Here are the biggest issues to watch around the globe over the coming month: The Russia Investigation The investigation into Russian interference in the 2016 U.S. election is heating up, […]
By: Andy Quirk | On: February 18, 2018 |
Weekly Market Update
Market Action After falling into correction last week, the S&P 500 and the Dow Jones Industrial Average are both up 4% and are on track for the biggest weekly percentage […]
By: John E. Charalambakis | On: February 14, 2018 |
Usual Suspects and Unusual Narratives: Markets Search for Direction but Natura No Facit Saltus
Should we always buy the dip? The strategy has worked over a number of years. Is this time different? The blame over the recent market turmoil has identified some usual […]
By: Laura Hochstetler | On: February 10, 2018 |
Weekly Market Update
Market Action Stocks globally were down sharply for the second week in a row, and stock market volatility has returned with large daily market swings; this week the CBOE Volatility […]
By: John E. Charalambakis | On: February 8, 2018 |
Market Turmoil, Portfolios and Commodities: Time to Diversify, Part I
As a starting point allow me please to summarize what we communicated to our clients during the recent market turmoil. First, let’s review what we perceive are the main causes […]
By: Laura Hochstetler | On: February 4, 2018 |
Weekly Market Update
Market Action Stocks recorded their first weekly loss of 2018. The S&P 500 Index suffered its worst weekly drop in two years. Rising yields and inflationary fears are cited as […]
By: John E. Charalambakis | On: February 3, 2018 |
Tech Earnings, Gold Performance, and Bond Jitters: The Dollar Link
It seems that we may be in for another tech-earnings party today. As these lines are being drafted, Microsoft and Facebook are expected to report rising profits and anticipation is […]
By: Laura Hochstetler | On: January 28, 2018 |
Weekly Market Update
Market Action Stocks continued their winning streak, with the major indexes notching their fourth consecutive weekly gain and moving to new record highs. The British pound rallied above 1.40 against […]
By: John E. Charalambakis | On: January 25, 2018 |
Dollar Weakness and Economic Developments: What are the Implications and Where Might it be Headed?
At the beginning of 2017, it cost $1.06 (USD) to buy one euro. As of today, $1.235 is needed to buy the same euro. Does that reflect US economic weakness […]
By: John E. Charalambakis | On: March 1, 2018 |
Corporate Bonds, Excess Cash, and Market Yields: Is there an Equities Link?
In the recent market turmoil, corporate bonds seemed able to sustain their values. Could we assume that in a future market turmoil they will continue showing signs of immunity? Last […]