by Lori Eason | Dec 22, 2019 | Quarterly Commentary
2019 turned out to be one of those gangbuster years for the stock market that investors only see a couple of times in a decade. Or so it seemed. In reality, the rally was a continuation of the 2018 market expansion. Large cap stocks had the best performance with the...
by Lori Eason | Sep 19, 2019 | Quarterly Commentary
For those of us that pay close attention to the central bank’s policies and the expert’s interpretation of those policies, you’d think that a global recession is certain and just around the corner. Most notably, there’s been a lot of focus on the relationship between...
by Lori Eason | Jun 19, 2019 | Quarterly Commentary
In normal times, which we haven’t seen in over a decade, the markets would look at unemployment solidly under 4%, GDP above 3% and inflation around 2% and think the Federal Reserve is surely leaning towards a neutral or maybe even tighter monetary policy. After all,...
by Lori Eason | Mar 19, 2019 | Quarterly Commentary
One of the more comical images is the crowd at a tennis match; hundreds of people swinging their heads in perfect unison for hours. Synchronized swimming has never been this coordinated. This image comes to mind when I watch the daily financial news on TV. The pundits...
by Lori Eason | Dec 18, 2018 | Quarterly Commentary
In our last newsletter titled “The Christmas Bear”, we outlined the issues that we felt were driving the high levels of volatility in the stock market recently and shared our thoughts on how those may play out in 2019. That was only three weeks ago and now we’ve had...
by Lori Eason | Dec 17, 2018 | Quarterly Commentary
The past few months have been less than kind for stocks, but December has been outright awful. As with any newsworthy selloff, the pundits have been attributing this to a whole host of reasons. With all the volatility and bad news, it’s easy to get overwhelmed trying...
