Recent Articles
It’s a Wonderful Life
Ever hear of the Organization for Economic Cooperation and Development (OECD)? They are one of the many “feel good” organizations whose mission is to promote policies that will improve the economic and social well-being of people around the world.1 Formed in 1961 with the US and 33 other members, they are relevant once a year [...]
Weekly Market Commentary – The Butterfly Effect
Some northern states are seeing the first monarch butterfly of the season as they complete their summer migration. It is possible the market will see a butterfly effect from small changes in farmland, state budgets, manufacturing, and weather. The Butterfly Effect Summer gets underway with a lot of beating wings as millions of butterflies travel [...]
The Right Balance
Finding the right balance will be the focus for us this summer when it comes to the correct percent of defensive positions verses equity positions in portfolios. We are beginning to hear questions and see the news media question, “Is there going to be a bond bubble? Will bonds loose value?” One answer could be [...]
Weekly Market Commentary – Love-Hate Relationship Between Bond Yields and Stock Prices
Stock prices and bond yields have historically had a love-hate relationship that would make the romantic ups and downs of any soap opera seem mild by comparison. Currently, the relationship between them remains tight and far from crossing the line that would lead to a breakup. Love-Hate Relationship Between Bond Yields and Stock Prices [...]
Jun
18
Weekly Market Commentary – What’s It Worth?
Only three things have really mattered to the markets: the Federal Reserve’s stimulus, the outlook for earnings, and the labor market. The movements in these three have been aligned on a week-to-week basis with stock market value about 90% of the time during this bull market. As we move through the second half of the [...]
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