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Macroeconomic & Geopolitical
An Explanation of Reconciliation
Right now, Democrats on various U.S. House and Senate committees are busy putting together their respective pieces of another COVID-19 spending relief package. The price tag for the legislation will be around $1.9 trillion – the amount President Joe Biden outlined when he took office last month.
Market Outlooks
If Demography is Destiny, Thank a Millennial
When markets obsess over the news of the day, such as GameStop and a short squeeze of epic proportion (more on that in a bit), the best thing we can do as long-term investors is take a step back and focus on what drives the stock market, and the economy, over time.
Market Outlooks
Kind of, pretty much, just about divided government
The S&P 500 Index is up an extraordinary 16% since election day – November 3, 2020.
Market Outlooks
To paraphrase Yogi Berra, what can we observe by watching gold and copper?
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The late, great Yogi Berra, in addition to winning 10 World Series with the New York Yankees, was the creator of numerous classic malapropisms, including, “You can observe a lot by just watching.”
Market Outlooks
In a big November, small caps come up REALLY BIG
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As we take pen to paper for this Weekly Wire we have one trading day left in November, and what a November it has been for our country, our economy, and our stock market:
Market Outlooks
Considering the long-term economic consequences of COVID-19
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COVID-19 is first and foremost a healthcare crisis, and its impact on the world has been devastating. That said, as investors, we must try to determine the long-term economic consequences of the pandemic.
Market Outlooks
For the market, an unpleasant, but not unexpected, September and October
We just closed the books on a tough two months for the market, with the S&P 500 Index (S&P 500) off 3.8% in September and off 2.8% in October.
Market Outlooks
Applying Behavioral Finance in Emotionally Charged Times | A 2-Part Webinar Series
Applying Behavioral Finance in Emotionally Charged Times | A 2-Part Webinar Series
Market Outlooks
Weekly Wire: Quarter-end Q&A 3Q2020
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Tim Holland, CFA, Global Investment Strategist, asks and answers three top-of-mind questions as investors receive their quarterly statements and reflect on the past quarter:
Market Outlooks
Sometimes, it’s all about expectations
Sometimes in life it’s not so much what you do, it’s what you do relative to what the world expects of you, like Lloyd Christmas in Dumb & Dumber, totally redeeming himself in the eyes of Harry Dunne when he trades their van “straight up, to a kid in town” for a moped that gets 70 MPGs
Market Outlooks
A New Monetary Policy
Last Thursday, while almost 24 million Americans were gearing up to watch President Donald Trump’s Republican National Convention speech and the literal fireworks that followed, Federal Reserve Chair Jerome Powell gave an historic speech of his own that sent rockets around the monetary policy world.