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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.
Market Outlooks
The bear market goes on…until it doesn’t
When trying to put in perspective the shortest bear market in US history—at least a bear market that saw the S&P 500 Index (S&P 500) sell off 30%+—there are any number of directions one can go.
Market Outlooks
Vlog: Quarter-end Q&A 2Q2020
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.
Alternative Investments
There’s no place like home
There really is no place like home, which brings us to the housing market, and what it might mean for the US economy and US consumer as we battle back from the COVID-19 caused recession.
Market Outlooks
Don’t fight the Fed. And, maybe the Federal Government too
Among the better-known Wall Street maxims is “Don’t fight the Fed,” which speaks to the idea that monetary policy and the trend in interest rates determines the direction of the stock market.
Market Outlooks
Two bits of good news. And, what are two bits, anyway?
The economic headlines of late have been driven by – and understandably so – BIG pieces of news, both bad and good.
Market Outlooks
What small caps might be telling us about the economy and the market
For a big country, we sure have an affinity for little things. Think TV shows: “Tiny House Nation”; sayings: “Big things come in small packages”; and children’s books: “The Little Engine That Could” as being among the more obvious examples of our love of things little or small. It is a love of small things which brings us to the focus of this week’s Weekly Wire, US small cap stocks, and what the asset class might be telling us about the US economy and the US stock market as we approach the second half of 2020.
Market Outlooks
What history will COVID-19 write?
The COVID-19 pandemic has made history in more ways than one, including catalyzing an economic downturn that cost the US more than 20 million jobs and a policy response that saw the Federal Government pass the $2.1 trillion CARES Act, the largest ever US economic rescue package. That said, we don’t think COVID-19 is finished filling up our history books. We think the long-term consequences of the virus could prove much more meaningful than what we have seen to date.
Market Outlooks
The market as a leading indicator…for the market
We frequently write about the stock market as a leading indicator of the real economy. The idea being
the market will anticipate the economic environment to come, rallying in the face of awful economic news and selling off in the face of constructive economic news.