Category Archive

The long overdue correction has finally arrived. No sooner did the market peak at 5264 on the last trading day of March than the calendar flipped to the start of the second quarter and the market has been moving sustainably to the downside. Now that the correction is underway, how low can we reasonably expect the market to go? Why … Read More

The latest reading on monthly inflation came in hot once again on Wednesday. Predictably and understandably, both stocks and bonds did not like the news. While concerns about the latest CPI report may be overdone, some broader market signals may be suggesting that the longer trend of easing inflationary pressures may be at increasing risk. Hot, hot, hot . . … Read More

When thinking about diversification, investor minds often focus on the relationship between stocks and bonds.  But a variety of other asset classes also exist.  One such category is gold. Quarter century winner. Suppose you were presented with the following question: “what between U.S. stocks and gold has been the best performing investment category over the past 25 years?”  Understandably, the … Read More

A fresh new calendar year is underway for capital markets, so much focus is on what we can reasonably expect in the year ahead. But given that capital market movements flow across the beginnings and ends of our calendar pages, it is worthwhile to consider as investors get back up to speed from the holiday season what segments of the markets have been winning thus far, and what areas of the market may have been left behind and offering potential opportunity depending on how events unfold in the weeks ahead.

A New Year is underway for capital markets, and the consensus prognostications are tilted toward a favorable year for both stocks and bonds.