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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
Trends in Advisor Behavior During Market Volatility - Week of June 14, 2020
Allocations to cash were reduced by 21% this past week, the most significant drop in cash levels since crisis began.
Market Outlooks
Trends in Advisor Behavior During Market Volatility - Week of June 8, 2020
Cash increased marginally from 5.11% to 5.25% last week. Cash is sustaining at roughly two times the average since early April. Advisors remained risk averse again this week favoring less risky assets, which is a continuation of long-term investing behavior.
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.
Policy and Regulatory Commentary
Looking Down Ballot
Last week, we discussed the state of the campaign for the White House, but President Donald Trump and former Vice President Joe Biden will not be the only two candidates with their names on the ballot this November.
Market Outlooks
Trends in Advisor Behavior During Market Volatility - Week of June 1, 2020
Last week was a marked change for advisors with investment activity shifting back to fixed income categories.
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.
Policy and Regulatory Commentary
What Does Current Polling Say About November?
In a normal presidential election year, June headlines would be filled with speculation about who the White House challenger will pick as a running mate