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Notes

Novel Recession

Submitted by Group W - Investment Management on April 7th, 2020

For the equity markets, 2020 began with a continuation of the rousing gains that were posted in 2019.  The economy was chugging along.  Unemployment was low; wages and GDP were rising.  By mid-February, the S&P 500 Index had reached an all-time high of 3386.  The future looked bright.  Ahh, the good old days.

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IT is Driving the Train

Submitted by Group W - Investment Management on February 3rd, 2020

Over the ten years since the global financial meltdown of 2008/2009, U.S. equity markets have been on a tear to the upside with just a few temporary setbacks here and there.

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Patience is a Virtue with Value

Submitted by Group W - Investment Management on October 7th, 2019

Well, we’ve had another quarter of steady gains in the U.S. equity markets.  The S&P 500 Index increased 1.2% during the quarter and is up 18.7% so far this year – the best three-quarter performance since 1997.

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Buyback Mania

Submitted by Group W - Investment Management on May 21st, 2019

Is this a good time to be a buyer of U.S. stocks?  Corporate boards certainly think so.  According to Standard & Poor’s, U.S.

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Outlook for 2019

Submitted by Group W - Investment Management on January 9th, 2019

The fourth quarter of 2018 proved to be one of the roughest on record for stock market investors with the S&P 500 Index falling 14%.  Market participants are expressing worry about the current economic outlook by selling shares indiscriminately.  Here is a brief list of the sources of investor angst:

 

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In Praise of Higher Interest Rates

Submitted by Group W - Investment Management on October 2nd, 2018

Some commentators, including the one currently residing in the White House, complain that the U.S. Federal Reserve Board has gone too far in its quest to normalize our country’s interest rate regime.

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The Trade Tariff Tango

Submitted by Group W - Investment Management on July 5th, 2018

A few months ago most financial commentators were in agreement that the global economy had entered a phase of synchronized global expansion.  It is true, by means of international trade and cooperation, the world economy has been operating pretty close to the way economic theorists have mapped it out for generations.  The theory is if each country trades what it has in abundance in re

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Hitting an Air Pocket at Cruising Altitude

Submitted by Group W - Investment Management on April 5th, 2018

After consistently posting positive returns over nine quarters, the U.S.

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New Year Rundown

Submitted by Group W - Investment Management on January 10th, 2018

New Year Rundown

This past year was another barn-burner for stock markets around the world.  Of all the major international indexes, every one ended the year in positive territory.  The best performer was the Argentine Mervel Index which increased 78% for the year, while the Russian RTS Index brought up the rear with a positive return of 0.2%.

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The Wrong Questions Unanswered

Submitted by Group W - Investment Management on October 24th, 2017

U.S. stocks have performed well recently because global economic fundamentals are sound and corporate earnings are strong and potentially getting stronger.  But what is the market going to do from here?  Will it go higher?  Is the market overvalued?

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