The Markets

    Apr 19, 2018

The Case for Broadening One’s Investment Horizon

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Renowned stock picker Peter Lynch was known for his mantra: invest in “what you know.” While it certainly worked...

    Apr 17, 2018

This Earnings Season is Off to a Flying Start

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Based on the first 42 S&P 500 firms to report first quarter results, nearly every company (except Delta and CarMax) has reported profit growth...

    Apr 12, 2018

Commodities and K-1s

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Commodities haven’t exactly set the world on fire for the last several years, but that may be starting to change. Global synchronized growth – something not seen in the markets...

    Apr 11, 2018

Tariffs, Trade, and Technology Impact Market Uncertainty

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U.S. and global markets pushed lower for the second consecutive month as uncertainty loomed around new tariffs...

    Apr 11, 2018

Headline Risk Hides the Positives

by: ; Robert Serenbetz

The long bull market in equities ran into stiff resistance in February, when the S&P 500 Index experienced its first correction in two years. Since then, volatility has...

    Apr 6, 2018

Slow Job Growth in March after a Stellar February

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Employment growth disappointed in March, with a gain of only 103,000, well below the 185,000 new jobs expected...

    Apr 6, 2018

Market’s Reaction: Overdone, Rational, or Somewhere in Between?

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As a discounting mechanism, the stock market response to recent events...

    Apr 4, 2018

The Four Horsemen (Plus One)

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The long bull market in equities ran into stiff resistance on several fronts as we pushed through the first quarter of the new year. We list the following among the most...