World Tensions; Not for the Market

February 24, 2020

There has been little to rattle the confidence of equity investor in recent months as geopolitical events, around the world, have come and gone. The mullahs in Iran, the lack of an agreement between Great Britain and the EU, the ruling class in China, skirmishes in the Middle East or the U.S. political landscape, have… View Article

Stocks Reaching Fresh All-Time Highs

December 17, 2019

The Spring of this year saw the decade-long mark of the longest running bull market in U.S. history. On March 9, the S & P 500 celebrated the 10-year anniversary since the index hit a low in 2009. By October 9, the index had hit 2,919.40, a 330 percent increase over 10 years. By November… View Article

Oil Prices see Spike after Attack on Saudi Facilities

December 2, 2019

The Middle East has always had some portion of its territory in turmoil or conflict. During the late 1970s and early 1980s, the U.S. was involved in the hostage crisis in Iran. The Iran-Iraq War was waged during the 1980s and the Gulf War began in 1990. There was a civil war in Yemen in… View Article

Fed Makes Quarter Point Cut; Second this Year

November 4, 2019

Sometimes it appears as if the Federal Reserve and the equity markets are in a game of tennis. Decisions by the Fed can boost or depress the markets. The direction of the markets seems to factor into the Fed’s decisions. Both sides seem to want to keep the volley going. Recent actions by the central… View Article

Trade Tensions Increasing Again

September 9, 2019

The evening news would not be complete without a story about the U.S.-China trade dispute or the “trade tensions” between the two countries. Despite the sensationalism, the U.S. remains the world’s biggest economy. U.S. exports to China are only 0.5 percent of GDP. For the world’s third-largest economy by nominal GDP, Japan’s exports to China… View Article

Large Cap Stocks have Outpaced Small Caps

August 12, 2019

It is common to hear the advice that you should diversify a portfolio and have many investments, representing several asset classes, to take advantage of an optimal portfolio. Two groups of assets that can be included in a diversified portfolio are small cap and large cap stocks. The reason for including both asset types is… View Article