1st Quarter 2020 Economic and Financial Markets Summary

In our January video, we indicated “this is certainly not the time to be overconfident,” that “markets are overdue for a 10% correction,” and to “use the recent run-up in stocks as an opportunity to rebalance portfolios.”

Our guidance was not about the coronavirus — we simply believed stocks were overextended in the short-term and investors were likely to find an excuse to take profits. The excuse turned out to be COVID-19. So, what can investors expect in the coming months? Is the COVID-19 sell-off an event-driven bear market or a structural bear market? Watch our latest video to find out.

3rd Quarter 2019 Economic and Financial Markets Summary

If it seems like headlines are dominating the financial news more than usual, you are not alone. While headlines can certainly rattle financial markets, the impact is most often short-lived as fundamentals win out over time. The 3rd quarter of 2019 is a good example where fundamentals prevailed over headlines. So, how did markets close out the quarter? Also, what can investors expect from the stock market going forward? Watch our latest video to find out.

2nd Quarter 2019 Economic and Financial Markets Summary

Charles Dickens famously wrote, “It was the best of times, it was the worst of time, it was the age of wisdom, it was the age of foolishness.” Charles Dickens could easily have been describing the performance of stocks for the second quarter of 2019. What caused the volatility during the second quarter and how did markets close the first half of 2019? What can investors expect from stocks going forward?

4th Quarter 2018 Economic & Financial Markets Summary

How did markets close-out 2018? Are we in the beginning of a global slowdown and if so, will a slowdown turn into a U.S. recession? Will trade talks with China produce real results or will the trade talks end up with more tariffs and a deeper trade war? With Democrats taking control of the House of Representatives, will Republicans and Democrats escalate politics to the point of derailing the U.S economy? What can investors expect from stocks in 2019?