Tag Archives: economy

  • The Only Thing To Fear Is Mild Anxiety Itself

    Wall Street is worried. But does it really have a reason to be? The CBOE Volatility Index (VIX)—the so-called “fear gauge”—has had some rough sledding lately. After 15 months circling in a holding pattern in the 10-to-15 range, the line rocketed straight up to 37. Since then, it settled into another range between 15 and […]

  • The New Protectionism: Who Does It Help? Who Does It Hurt?

    The United States recently imposed tariffs on solar panels and washing machines from China, a move likely to drive up the prices of these goods. Although their American manufacturers will probably see increased unit sales and revenues, U.S.-based makers of other products that ship around the world might not share that wealth because other countries […]

  • The Crash of 1987—Then and Now

    It wasn’t quite the Kennedy assassination, “9/11”, or the O.J. verdict, events where time seemed to stand still for a few moments.  But don’t tell that to the Wall Street traders and advisers who lived through “Black Monday,” the bloodiest day in stock market history, October 19, 1987.  On that day, the Dow Jones Industrial […]

  • Economic Disruption

    Hurricanes Harvey, Irma, and Maria wreaked havoc within a few weeks of each other.  Houston was hit with historic rainfall from Harvey, and much of Florida was ravaged by wind damage from Irma.  But Puerto Rico suffered the most out of the Caribbean islands with Maria making landfall in September.  The U.S. territory was already […]

  • Time is Everything

    It’s said that timing is everything. And that’s true. But really, it’s bigger than that. Time – itself – is everything, and truly the world’s best companies are finding ways to give you more of it. We got pretty lucky last month in our feature of Amazon (timing is everything!).  Possibly the most buzzworthy news […]

  • What was Blooming in April?

    According to traditional etymology, the month of April derives its name from the Latin verb aperire which means “to open”. This makes sense as April is known as the month when trees and flowers begin to bloom in earnest. The blooming that dominated this April involved geopolitics as much as horticulture, however. Tensions were high […]

  • Fast Forward One Year

    What a difference a year makes.  Do you recall how 2016 started? The United States’ Federal Reserve announced the first interest rate hike in years in December of 2015, and the S&P 500 would then plummet almost 11% over the following 8 weeks.  At the same time, Japan and a number of European countries initiated […]

  • Interesting Times…..

    As Chinese New Year celebrations wind down, it’s fitting to recall an expression that has been attributed to the Chinese for generations. The expression “May you live in interesting times” has an origin that is, ironically, interesting itself. Regardless of its origin, upon closer examination, the expression seems not to be a blessing at all, […]

  • Summer Lull

    If you slipped into a coma on August 1st and just regained consciousness on August 31st, you might have looked around and thought that you really didn’t miss much while you were out cold.  The world’s capital markets were sitting right about where they started.  The S&P 500 traded in a very narrow range with […]

  • Trends vs. Logic

    Data or Demand? In case you haven’t noticed it yet, there’s a serious election going on right now.  Votes are being cast day after day, and the message seems pretty clear: buying American stocks, bonds, and real estate is how investors are voting with their money.  We very well could be looking at the fifth […]

  • Knocked Down but Not Out

    Markets have been treated like a punching bag over the first half of the year, taking blow after blow from a host of issues. The utter collapse in commodity prices wreaked havoc across world markets that struggled to adjust to the rapid change. The surging U.S. dollar hurt large U.S. multinational companies who found it […]

  • BREXIT, ETC.

      “Things done well and with a care, exempt themselves from fear.” Henry VIII, Act 1, Scene 2. There are a lot of things to fear in the world today. The news headlines alone can churn your stomach: terrorist attacks by groups like ISIS can occur anywhere, provocative missile testings by aggressive nations like Iran […]