August 19, 2020

As the summer comes to an end here is a quick update on what we have seen recently:

After a spectacular bounce back 2nd Quarter, investment markets added additional gains in July. 

Staying invested has paid off nicely.

The Fed has done an outstanding job of providing liqu...

July 28, 2020

Now that we are in the summer months we still expect volatility as the summer progresses (a more likely scenario now that coronavirus cases are increasing).  We still expect a slow-and-steady economic recovery, one that may take two years to complete.  And we still thi...

June 10, 2020

We’re obviously pleased US stocks and our model portfolios have recovered so strongly from the COVID-19 bear market.  Quick and strong medicine from the Federal Reserve, as well as federal and state governments, has turned investor sentiment around.  Stocks have been o...

May 13, 2020

You may have seen references to which letter an economic recovery might resemble.  The most popular options are V, L, and U.  In a best-case scenario once, governments loosen restrictions and the state economies open up, “V” recovery would emerge.  The economy has sunk...

February 13, 2020

We left off last month warning of pending volatility and that gains in 2020 will be “harder to come by.”  Action in the last week of January is Exhibit A.  News of a coronavirus outbreak sent markets down, wiping out year-to-date gains. 

We’re faced with a mix...

December 11, 2019

Recent U.S. economic data has been reasonably good.  October reports for retail sales, existing home sales, new home sales, and durable goods all exceeded consensus expectations.  In addition, 3rd Quarter GDP was revised up last week from 1.9% to 2.1%.  Combing the GDP...

November 20, 2019

There has been a spate of good news for investors as October has rolled into November.

Third quarter corporate earnings continue to come in above expectations.  There has been positive news on the trade front as China says it has reached an under

standing with the US on...

October 9, 2019

We have to remember that one can’t make too much out of one month of data, but we’ve seen a couple of reports that make us wonder if the consumer’s knees are buckling a bit.  For example, consumer spending in August rose by only .1% after a .5% reading in July and the...

August 15, 2019

July was another positive month for the S&P, but the “feel-good” period after June G20 meeting in Osaka, Japan lasted only one month.  Threats of additional tariffs by the US on Chines import, along with the concern that China is now playing “stall ball” on trade until...

July 11, 2019

There is a path to higher stock prices and more gains this year for our model portfolios.  But after the initial surge to new market highs as trade tensions with China ease for now, it may feel like threading a needle. 

Yes, with the announcement of a truce after t...

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