Published on July 1, 2020
Einstein was right about the feeling of time being relative. 2020 feels like it has been at least a decade, but in reality, we are only approaching the halfway point. This year has surprised us and terrified us; shown us hardship and sacrifice not felt since the World Wars and made us evaluate our priorities and lives.
Published on April 1, 2020
We are not underestimating the severity of the CoronaVirus and the rapid and evolving changes to our daily lives. For the first time in decades, the fight is not in some distant third world country, but in our cities, our stores and our streets. Information is flying fast and loose. Routines and safety feel as if they are slipping away.
Published on January 1, 2020
We may feel at times we are at an intersection in the world economy; one path full of optimism and growth, the other marred in fear. At times that fear is overwhelming, gnawing at us that at some point the market cycle will end as all good things must end. As we plan for 2020 it feels we must pick a path — prosperity or ruin?
Published on October 1, 2019
Markets feel more and more like we are sitting in Las Vegas waiting on an Ace in the hole. Time and time again we have bumped up near record highs and the 3,000 ceiling on the S&P 500 has held firm. The bulls and bears are still fighting for who is in control, and somehow political uncertainty has climbed to new highs we didn’t know existed. Between Boris Johnson’s Brexit and the upcoming impeachment process, it is certainly a good time to be a Washington pundit, but a difficult time to be an investor.
Published on July 1, 2019
As we round the halfway point in the year, it is hard to believe the shifts in market sentiment that we have experienced the last 12 months. We are locked in an epic struggle between fundamental factors, like two heavyweight champions in the ring, and it is unknown which will overpower the other.