Dylan’s Market Commentaries

Dylan’s Market Commentaries

Dylan’s Market Commentaries

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Commentary Archives

3rd Quarter 2019: On the Wisdom and Folly of Crowds

Dylan B. Minor PhD, MSBA, CFP®, ChFC, CLU Chief Strategist and CIO With most things, the average is mediocrity. With decision making, it’s often excellence. You could say it’s as if we’ve been programmed to be collectively smart. The Wisdom of Crowds by James Surowiecki The ‘wisdom of the crowds’ is the most ridiculous statement

2nd Quarter 2019: Trade Wars Redux: A Short History and a Look to the Future

Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and CIO “Protectionism does not produce wealth, and free trade and economic openness are ultimately in everyone’s interest” Thomas Piketty, Capital in the Twenty-First Century “[the capitalist class] has resolved personal worth into exchange value, and in place of the numberless indefeasible chartered freedoms, has

1st Quarter 2019: “Easy Go, Easy Come” [sic]

Dylan B. Minor PhD, MS, CFP®, ChFC, CLU, Chief Strategist and CEO Stock investments had a dreadful 4th quarter in 2018; most markets entered a bear market (i.e., a fall of 20% or more from peak to trough). What were we all thinking and feeling on Christmas Eve, around the time markets were bottoming out?

4th Quarter 2018: What just happened?

“Take courage, my heart: you have been through worse than this.” Homer, Odyssey 20:18 What just happened this past quarter of 2018?  During the last quarter of 2018 many stock markets succumbed to the dreaded bear market, falling in value from their previous peak by at least 20%. Large US stocks experienced a roughly 19.5%

3rd Quarter 2018: When Markets Fall: Trick or Treat?

When markets fall it can be scary. Maybe a bit like a haunted house during Halloween? You know it should end up ok in the end; but the way through is nonetheless unnerving, possibly very unnerving. Perhaps you won’t even want to see your way to the end? In this quarterly commentary, I share what

2nd Quarter 2018: The War Intensifies: China vs. United States

Many have continued to show deep interest and concern around the so-called trade war between China and the United States. As such, for this quarterly commentary, I want to bring you up to date on what has happened, what will likely happen, and its consequences. I will do so by answering a collection of common

1st Quarter 2018: “Good” Trump / “Bad” Trump: Taxes and Trade Tariffs

Dylan Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and CIO Some of you might recall my lecture at our December, 2016 appreciation event where I discussed the idea of “good” Trump, “bad” Trump, just before he took office. That is, the idea that some of Trump’s proposed policies would likely be good for the

2017 Year in Review: The Year that Wasn’t Supposed to Happen – Five Big Surprises

Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and Chief Investment Officer “Y2K is a crisis without precedence in human history.” – Byte magazine editor Edmund DeJesus, 1998. Does anyone have friends or family that caught the Y2K bug? I certainly had some family members that did. They filled their cars with gasoline on

3rd Quarter 2017: How High Can It Go? How Low Can It Go?

Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and CIO Many clients have begun to ask me: isn’t the stock market overvalued? On one level, in a free market, everything is currently valued at what it should be. However, that assumes a world where everyone is perfectly rational. I sometimes forget that I’m

2nd Quarter 2017: The Efficacy of Managed Futures

Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and CIO A Riddle and Its Solution We have witnessed another strong quarter for equities, across much of the world. In times like these, it is natural to wonder why we have anything in our portfolio except equities. In this spirit, I wanted to use