2023 Mid-Year Market Recap Written by: The Investment Committee From a West Coast regional banking crisis to the recession that never came, a tech rally fueled in part by an AI frenzy, and a better-than-anticipated Q1 earnings season. Going into Q1, some of the most notable Wall Street picks included energy, financials, industrials, and other […]
The United Kingdom is leaving the European Union! Implications for global trade could be disastrous! Implications for the global financial industry could be even worse! The British government is in disarray! People are panicking! But should they? To say the U.K. has weathered worse would be so trite an understatement that even the British – […]
The seasons are changing, but not much seems to be changing with stocks. Leaves are falling. Stocks prices are ascending. Another day, another new all-time high. Even the first trading day of Q4 welcomed new highs, and the Dow Jones Industrial Average crossed 23,000 for the first time on October 18th. The media seems to […]
With Halloween in the rearview mirror now, it makes you wonder: why do we like to be scared so much in the first place? Experts will tell you there are several reasons, but basically fear works on our bodies like a stimulant. When we get frightened, a lot starts to occur in us physically. Our […]
Spring Has Sprung. The experts will tell you that springtime began on March 20th for those of us who live in the Northern Hemisphere. That’s the day each spring when the Sun shines directly on the equator and the day is evenly divided between day time and night time. Another way to think of this […]
Raise your hand if you saw this coming. The Dow Jones Industrial average ran its consecutive positive close streak to eleven days in a row with its close of +9.1 points on Friday, February 24th. That also marks the 11th straight record high, which is the longest such streak since 1987. Three more positive closes […]
Wayne Gretzky, a National Hockey League Hall of Fame inductee, is probably the greatest hockey player of all time. He had a storied career even though he lacked overwhelming size or strength; in fact he was a good 30 pounds lighter than the average player of his time. On the ice, he showed great stamina […]
2016 Recap 2016 is set to go down as one of the most eventful years for investors since the global financial crisis. It was a crazy ride, and the surprises came from everywhere. The vote in the UK – the “Brexit” – shocked the world, as did the outcome of the U.S. presidential election, when […]
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 […]
Investing has changed in recent years. Long gone are the good ole days of the ’80s and ’90s when stocks seemed to go up every day and all you had to do was buy one … any stock. Or buy a share of the latest and greatest mutual fund. These products gained wide popularity during […]
