Tag Archives: commodities

  • Commodities: Hard assets for hard times

    In normal times, investment advisors often tell you to diversify your portfolio into three broad categories: equities, fixed income, and cash equivalents. What proportion you put into each bucket is a judgment call, as is the frequency with which you rebalance your portfolio. And of course, the art lies in picking the right vehicles within […]

  • 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 […]

  • Welcome to the Jungle

    Let’s quickly touch on economic and capital markets news and then move to a feature on Amazon, which just celebrated its 20 year anniversary as a publicly listed company last month. US ECONOMY The U.S. economy is growing, but not at a rate strong enough to please policy makers. GDP growth in the first quarter […]

  • 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 […]

  • What’s Next for the Markets?

    President Trump The trading days leading up to the U.S. presidential election did not feel great. For eight straight trading days, the stock market lost value. It was the first time the market had experienced eight consecutive down days since 2008. Fortunately, this year’s eight-day funk amounted to the S&P 500 losing only about 3% […]

  • Election Notes

    Albert Camus, the French philosopher and author who won the Nobel Prize in Literature in 1957, probably had October on his mind when he wrote: “Autumn is a second spring when every leaf is a flower.” Camus died in January of 1960, so his last October among the living was in 1959.  If he’d have […]

  • Interest Waiting Game

    Contrast We celebrate and give thanks each year in November, but this November was a month riddled with somber events all over the world. Friday, November 13th was an especially dark day for those affected by the horrific terrorist attacks in Paris, and Europe as a whole continues to struggle to handle the inflow of […]