There are a number of factors that drive the markets that most investors pay attention to. Things like earnings, economic growth, interest rates, inflation, market trends and valuations. All these things matter in terms of setting prices. But they are not the be-all, end-all. You can’t simply take fundamental data as gospel for how the markets […]
What happened: · U.S. equities continued their upward movement from the pandemic lows seen in March of 2020. The first quarter ended strongly with March adding significant returns to an otherwise choppy year. With the S&P at +5.46%, DJIA +7.76 and NASDAQ only +2.78%, it was clear that a shift towards value has taken place. Small Caps outperformed […]
What happened: What we did: What we are watching: We continue to keep an eye on the COVID-19 vaccination numbers globally, and how new COVID mutations and new waves might hinder recent efforts. Disclaimer: Investing in financial markets carries risk, including loss of principal. You can lose some or all of the money that is invested. Past performance […]
The stock market is the only place where anyone can invest in human ingenuity. It is a bet on the future being better than today. Stocks can be thought of as a way to ride the coattails of intelligent people and businesses as they continue to innovate and grow. Short of owning your own business, […]
We’ve never seen anything like this GameStop story. It’s taken on a life of its own and when this many people are paying attention to something there is bound to be misinformation and misunderstandings. So we wanted to look at what we feel are some of the biggest overreactions to this story: This has nothing […]
These are the two scenarios you’re going to hear about in the financial media in the coming days and weeks now that the Democrats have control of the White House, House and Senate:Scenario #1. The democrats are going to crash the markets with higher taxes. Buckle up. Scenario #2. The democrats are going to crank up the […]
What happened: What we did: What we are watching: Our article may include predictions, estimates or other information that might be considered forward-looking. While these forward-looking statements represent our current judgment on what the future holds, they are subject to risks and uncertainties that could cause actual results to differ materially. You are cautioned not […]
What happened: What we did: What we are watching: Our article may include predictions, estimates or other information that might be considered forward-looking. While these forward-looking statements represent our current judgment on what the future holds, they are subject to risks and uncertainties that could cause actual results to differ materially. You are cautioned not […]
This is the craziest market we’ve ever seen. And we don’t say that to be cute or funny. As experienced financial professionals – we mean it. The pandemic somehow turned a bunch of people into day traders. At first, they were buying beaten-down airline and cruise stocks. Now they’ve moved on to buying shares of […]