Over these past two decades there has been much discussion about how we are continually entering into a new normal. This year, however, we are back to the “old normal”, at least as far as financial markets are concerned. We are…
As of Monday (6/13), the US stock market has officially hit Bear Market territory (i.e., a fall of at least 20%). The S&P 500 closed down some 21% year-to-date. The tech-heavy NASDAQ 100 closed down almost 31% year-to-date. This is…
“[We] can calculate the motions of the heavenly bodies, but not the madness of people.” Sir Isaac Newton after losing a fortune from investing in a hot stock c. 1720 Since Putin has chosen to invade Ukraine, 44 million Ukrainians…
A nickel ain’t worth a dime anymore. Yogi Berra I’ve had a lot of worries in life, most of which never happened. Mark Twain Many clients have been asking about the problem of supply chains. Many other clients have been…
“Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hitman.” Ronald Reagan “A nickel ain’t worth a dime anymore.” Yogi Berra We have had many clients ask about inflation recently, so…
Since the deepest valley of the pandemic, it seems like most everything is going up: some great things and some not so great things. In this article, I highlight five of the most important rising tides, in my view. Fraud…
“I didn’t expect this.” Keith Gill, the day-trader credited with starting the GameStop stock mania “This is actually good news.” Dr. Anthony Fauci on the Johnson & Johnson preliminary vaccine results When the year 2020 closed out, I heard many…
Equity market returns are tightly tied to the economy. After all, companies largely represent the economy by means of providing jobs, producing goods for consumers and government, and buying the goods of other companies. If one has a good sense…
Dylan B. Minor PhD, MSBA, CFP®, ChFC, CLU Chief Strategist and CIO This quarter I have had some client questions about the “shape of the recovery.” That is, many are wondering what the economic recovery will ultimately look like, and…
Dylan B. Minor PhD, MSBA, CFP®, ChFC, CLU Chief Strategist and CIO These are forceful and huge steps. The Fed is doing whatever it takes. Mark Sobel, former U.S. Treasury official In this note, I provide an update on financial…