Second Quarter 2017 Review

Below is a synopsis of this investment report: The global expansion is on firm ground, and non‐U.S. economies have closed the gap. International equities have outperformed domestic stock mar
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Another Bear Market?

Below is a synopsis of this investment report: This week, oil fell into its sixth bear market in the last four years. Oil has been a big story and market-mover since Saudi Arabia started a price war back in 2014. Saudi Arabia will regret the day they started this price war.   For
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A Bitter Rivalry

Below is a synopsis of this investment report: Yale University’s endowment returns have crushed the competition over the last 25 years. Alternative investments are those that are not considered to be traditional investments such as stocks, bonds, and cash. Yale can attribute its stell
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Protecting Against Pilot Error

Below is a synopsis of this investment report: A survey conducted back in 2015 indicated that 37% fear the stock market and 73% equate buying equities to gambling. Given the events that have transpired in equity markets since the late 1990s, it is understandable to hear that investors
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Why Was the Market Up/Down Today?

Below is a synopsis of this investment report: Market pundits are obsessed with understanding the short-term movements in equity markets. According to those who follow the daily market moves closely, raising cash to pay taxes was the reason the market fell last Friday. The daily moves
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Will We See a Recession This Year?

Below is a synopsis of this investment report: It’s been close to nine years since our economy recovered from the worst economic downturn since the Great Depression. Investors are becoming concerned that rising interest rates will lead our economy back into another recession. The econ
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Will We See a Santa Claus Rally?

Below is a synopsis of this investment report: A “Santa Claus rally” is the phenomenon of equity markets trending upward during late December. Tax planning, holiday bonuses, and buying in anticipation of a rise in stock prices during the month of January are just a few theories behind
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Three Companies Tell a Cautionary Tale

Below is a synopsis of this investment report: Three firms have consistently made headlines over the past few years who are changing the landscape of global financial markets. Their successes combine to tell a cautionary tale to those who want to day trade stocks. Getting in the middl
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Five Questions Answered

Below is a synopsis of this investment report: Investors are anxious to understand the reaction in global financial markets to the outcome of the presidential election. More specifically, they want to know why conservative and income-focused portfolios have failed to keep up with the
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Are We Days Away From Another Black Monday?

Below is a synopsis of this investment report: On October 19, 1987, the S&P 500 dropped over 20% for the single worst day in the history of the U.S. stock market. The fear ingrained into the minds of those who lived through Black Monday is a magnet for fear mongers. Charts that co
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