The Powerful Dollar is Creating Opportunity The world is now immersed in higher inflation, geopolitical turmoil, rising interest rates and extreme volatility. This is a lot for investors to manage and plan around. An interesting consideration from all these events is...
While You Are Waiting The market is down, but let’s keep some perspective. The U.S. stock market has delivered gains in 64 out of the last 94 years, dating back to 1928. According to First Trust Advisors, during this time the average Bull Market period lasted 9.1...
I have recently returned from an annual Cambridge Investment Research advisor symposium, at which I attended a variety of presentations related to current market conditions. One of the speakers was Dr. Claus te Wildt, a PhD in Finance currently working at Fidelity...
This blog article is for those of you that appreciate some degree of fundamental analysis, and the chartbelow tells a story that is very relevant to our investment models for 2022. This fall we started to seearticles in the financial press addressing two important...
I have a friend who owns and operates a small specialty machine tool sales and service company. His customers own machine shops and factories in the northeast. Thus far in 2021 his business is already up 160% over his 2019 levels. Some of this increase comes from his...
Volatility is back, with the U.S. equity market suffering a few tough weeks reminiscent of the dramatic action in 2020. Since their respective peaks on February 12, the S&P 500 Index has declined -5%, and the tech-heavy NASDAQ -10%. There is no shortage of good...
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