Quarterly Commentary & Other Musings

2020 Q2

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After a tumultuous first quarter in the markets, government and monetary intervention along with the hope of a V-shaped recovery have fueled a market

2020 Q1

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First of all, our prayers are that you and your families are staying safe. We are living through a strange and unprecedented time. Just

2019 Q3

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The third quarter brought a lot of movement in the domestic stock market but by September 30th the S&P 500 had not gone far from where it started the quarter.

2019 Q2

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The resilience of the US Stock Market continued in the 2nd quarter.  The economy is still growing, although more signs of a slowdown are appearing.  Due to some good posturing, Q1

2019 Q1

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If you were looking for a little encouragement after a volatile December, the 1st quarter did not disappoint.  Global markets strongly bounced back, clocking in gains that would be considered

2018 Q4

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Happy New Year.    Last year while writing the year-end commentary, we were contemplating the Zen-like calm that had taken over the markets.  Nothing could scare investors: rising interest rates...no biggie;

2018 Q3

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Global Trade - Keeping It Brief

The last two commentaries were largely focused on the developing global trade war...which country has said what, who's threatened who with

2018 Q2

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Freeish Trade

In the last commentary we made the following comment: 

Will there be a trade war?  In our opinion, it seems unlikely.  Thus

2018 Q1

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Well, look at that...the market does go both ways.    

2018 started by continuing the calm, steady, upward market climb we have experienced for the last two

2017 Q4

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2017 was a banner year for markets.  Rarely in history have the markets displayed such consistent increases.  We first noted the calm in the market in our 2017

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