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STEADY AND STRONG STOCK MARKET PERFORMANCE
After a volatile first half of the year, market gains accelerated in the third quarter. Encouragingly, the recent advance unfolded with a welcome steadiness and a more stable...
Impending Super Cycle Commodity Signal Argues Against Transitory Inflation
Aging demographics, technological innovation and an ever -expanding debt overhang are three reasons why inflation has been largely kept under wraps in the last three decades....
Grateful for the first half… Gains likely to Moderate Ahead
The stock market continued its blistering rally off of the pandemic lows set in March 2020. Indeed, gains were achieved in the last five consecutive quarters—an extraordinary...
What A Difference A Year Makes
It is hard to imagine that only one year ago investors braced themselves for Armageddon as the Covid pandemic and related lockdowns suddenly gripped the world. Stock prices,...
Good Riddance 2020, Happy New Year
Stocks enjoyed a solid quarterly performance, which added to the very strong recovery from March’s major market low. While 2020 started off on a smooth growth trajectory, nobody...
Five Charts that Make the Case for a Bull Market in Commodities
A year ago, as the economy was emerging from its third slowdown following the financial crisis, commodity prices looked set to move higher. However, due to the pandemic lockdown,...
Increasingly Positive Outlook!
In ways that nobody could have imagined, 2020 has been a highly turbulent year and certainly one for the history books. The longest economic expansion in U.S. history ended early...
Five Reasons for Being Bullish Despite a 60% Advance
The S&P Composite has rallied close to 60% since late March, making a historic and remarkable round trip in a short period of time. You would think that after such a move it...
A Welcome Market Rally… But Caution Still Warranted!
Despite troubling headlines of ongoing virus concerns and terrible unemployment numbers, the stock market pivoted direction in late March and embarked on its best quarterly...
The May Employment Report was a Blowout but What’s Next?
Where Have We Been? Back in February the stock market registered new highs. At the same time, several of the leading indicators we follow were tentatively signaling the emergence...
Financial Market Update
We continue to monitor the economic situation and where appropriate are making adjustments to your investments. This video update (click here to watch) is designed to keep you...
Economy Drops at an Unprecedented Rate but Could be Close to an Upside Reversal
Chart 1 below compares the S&P to our Master Economic Indicator (MEI). It combines the momentum of six leading economic indicators and comes into its own when economic...
A Viral Storm – That Will Pass
Considering the exceptional portfolio returns earned in 2019 and improving economy as this year began, this virus-induced stock market collapse has been a gut-wrenching time for...