• Market Update

    Posted on August 5, 2016 by Gemmer Asset

      It was a mixed week in the equity markets with small-cap, growth stocks, and EM performing well while Europe and yield plays lagged.  For the week the S&P gained +0.4% while the Russell 2000 added +0.9%.  Overseas, both Europe and Japan lagged.  European financials in particular came under the microscope.  The immediate concern was the Italian bank Banca Monte dei Paschi di Siena.  The shares fall 16% on Tuesday (they are down about 87%…
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  • Market Update

    Posted on July 29, 2016 by Gemmer Asset

    It was generally a positive week for the global equity markets with most indexes except the S&P 500 gaining ground. The NASDAQ was up +1.2% while small-cap stocks added +0.6%. Global equities were up +0.9%. The S&P closed basically flat. China stands out with a -1.1% loss. Friday’s weak GDP report and the Bank of Japan’s (BoJ) surprise (more below) could not derail stocks. Earnings reports are certainly helping matters. We are in the middle of second quarter earnings and in general the high profile reports have been solid. Apple, Google, Amazon, etc. all posted solid numbers, and this is reinforcing the idea that we have seen the worst of the earnings recession. We’ll have more next week....
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  • CNBC Appearance by Charles Blankley, CFA

    Posted on July 26, 2016 by Gemmer Asset

    In an interview with CNBC Asia’s The Rundown, Gemmer CIO Charles Blankley discusses expectations surrounding the Bank of Japan and US Federal Reserve meetings this week...
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  • Market Update

    Posted on July 1, 2016 by Gemmer Asset

    Well that was a wild few days. It’s almost like the Brexit vote didn’t happen. After selling off dramatically last Friday and this Monday, equities staged an impressive rally that brought many markets back to (or above) their pre-Brexit levels. For the week the S&P gained +3.2%, leaving it only 0.5% below last Thursday’s close. European equities in general gained +5.0% for the week and are 5.7% below. Amazingly, the UK market was up +7.2% this week and now trades 3.8% above the pre-Brexit level. You really can’t make this stuff up!!...
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  • Interesting Reads for June 23rd

    Posted on June 23, 2016 by Gemmer Asset

    Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times. ...
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  • Interesting Reads for June 20th

    Posted on June 20, 2016 by Gemmer Asset

    Every once in a while we plan to post links to articles we happen to be reading.  Generally the topics will be investment related, but hopefully our interests stray at times.  It is possible that some of the links may require registration and/or subscription.   Market worries are deeper than the spectre of Brexit   Monday morning bullet points – the second one is wonderful (for market geeks)   More on Bullard’s naval gazing  …
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  • Market Update

    Posted on June 17, 2016 by Gemmer Asset

      It was a tough week for the equity markets as worries about the upcoming British vote on leaving the EU weighed on sentiment. A dovish Fed meeting was largely shrugged off. For the week the S&P lost -1.2% while the small-cap Russell 2000 declined -1.9%. European equities took it on the chin each time the odds of Britain leaving the EU ticked higher. Germany and France were down -2.1% and -2.6% respectively while the…
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  • Interesting Reads for June 6th

    Posted on June 6, 2016 by Gemmer Asset

    Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times....
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  • Market Update

    Posted on June 2, 2016 by Gemmer Asset

    The equity markets in the U.S. pushed to new highs for the year with the S&P closing above 2,100 for the first time in 2016. Small-cap equities have been quietly outperforming recently and added +1.8% this week (versus +0.3% for the S&P), but still remain below the high seen back in June of last year....
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  • Interesting Reads for May 23rd

    Posted on May 23, 2016 by Gemmer Asset

    Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times. It is possible that some of the links may require registration and/or subscription.   Jim Chanos on China   China’s contradictions will catch up with it   A June rate hike – This is not a drill.   This is the Real thing   Why…
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