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Our Publications

“What’s The Rush?” – December Commentary

All the historical hype surrounding favorable mid-term election year investment returns is yet to materialize as we conclude 2018.  Since 1950, every mid-term election (17 of them) resulted in strong end-of-year stock performance because the unknown of political change concluded.  A different stock market stat, again since 1950, reflects that 75% of December returns are […]

How the World Can Change in Just 5 Days – Week Ended 11/30/18

In our November market commentary entitled “Shake or Break”, as well as periodic updates in recent weeks, we’ve spoke extensively about how the market’s October swoon and elevated volatility were not without justification.  The sudden awakening by investors following conclusion of the 3Q can be linked to persistent worries that the economic strength being witnessed […]

Volatility is Back, For Good Reason – Week Ended 11/16/18

Domestic equity markets remain up +1.1% in November, but the sailing is anything but smooth. The S&P500, along with most international markets, struggled for direction throughout most of last week. In fact, most days were characterized by sharp reversals – either beginning a session favorably but bleed throughout the day; or sharply negative only to […]

Election Rally, But Lasting Relief Still Elusive – Week Ended 11/9/18

At the end of October, one could almost gather that a some modest relief was returning to the financial markets as the ugly but much anticipated US midterm election drew near and uncertainty over its outcome would be no more.  As it turned out, election day generally went as predicted by political pundits – that […]

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