Investment Perspectives July 2020
One of the lasting lessons from the 2016 Presidential election is that polls and pundits can be wrong. While early, the 2020 election appears to...
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Investment Perspectives February 2020
Over the past week, we have witnessed the market make a rapid about-face from “COVID-19 doesn’t matter”, to “COVID-19 might matter a lot.” This change...
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In mid-August, the Business Roundtable, an influential trade group comprised of most of the largest US companies, announced that 181 of its CEO members had...
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The initial public offerings (“IPOs”) of a few highly-recognizable businesses pushed the IPO market back into the headlines in 2Q19. Most notable among these were...
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In the first quarter of 2019, we officially passed the 10th anniversary of the 2008-2009 financial crisis market low, struck on March 6th, 2009 when...
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Recently, the market downturn has dominated headlines in the financial press. While selloffs are to be expected in the equity markets, that doesn’t make them...
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Reshuffling the deck: The S&P is modifying the major categories of the market in the most significant reclassification of industry groups since the index officially...
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Over the past several months the terms tariff and trade war have garnered increased attention in the media. President Trump is emphatic that the United...
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During the first quarter of 2018, the stock market reminded us once again that it can and does go down from time to time. Unfortunately,...
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