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?
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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.
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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.
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