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Market Commentary

Here you'll find an archive of our Weekly Market Commentary

Week of 9-18-17

“In theory, there is no difference between theory and practice, in practice there is. Yogi Berra was talking about baseball, but the concept also applies to diversification, according to the GMO White Paper, The S&P 500: Just Say No. From the title, you might think the authors – Matt Kadnar and James Montier – don’t like U.S. stocks. They do:...Click here to read more

Week of 9-11-17

Last week, the aftermath of Hurricane Harvey and potency of Hurricane Irma dominated hearts and minds, but there were some diversions and some welcome news, too.  The NFL kicked off its 2017 season with the Chiefs’ win over the Patriots. The men’s U.S. soccer team tied Honduras to stay in the running for a World Cup spot. And, Sloane Stephens made the jump from 957th best on the women’s tennis tour to U.S. Open Champion....Click here to read more

Week of 9-5-17

When it comes to economic growth, the government doesn’t measure twice. It measures three times.  Last week, the Bureau of Economic Analysis revised its initial estimate that the gross domestic product (GDP), which is the value of all goods and services produced by a country or region, grew by 2.6 percent during the second quarter of 2017....Click here to read more

Week of 8-28-17

Hope floats. Optimism about possible pro-growth economic policies, including tax reform and deregulation, helped U.S. stock indices finish higher last week, reported Barron’s. It wasn’t all smooth sailing, though. Stocks bobbed up and down as investors’ optimism was weighted by concerns about a possible debt-ceiling battle and government shutdown....Click here to read more

Week of 8-21-17

Here, there, and everywhere… Markets around the world appear to be benefiting from global economic recovery.  After pointing out the United States’ economy is the heart of the global financial system, Barron’s reported.“  The Standard & Poor’s 500 index has tirelessly amassed 30 record closes this year, but is up just 1.2 percent since March 1. Meanwhile, nearly every foreign stock market has sprinted ahead....Click here to read more

Week of 8-14-17

North Korea may be a little country, but it can churn up big trouble.The possibility that verbal hostilities between the United States and North Korea could trigger geopolitical conflict had investors on the run last week....Click here to read more