Category Archives: Media

Market Recap

Posted on February 5, 2021 by Gemmer Asset

  Weekly Recap In today’s world, just wait a week and the story will change. Last Friday it was all about the GameStop moonshot. This week, with the stock off over -86% from the closing high, not so much.     I can’t bring myself to go down the GameStop rabbit hole. Probably the best coverage I’ve seen comes from Matt Levine at Bloomberg. Suffice it to say, the moral of the story is simply…
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Market Recap

Posted on January 15, 2021 by Gemmer Asset

  Weekly Recap   Another month another stimulus plan. This is getting to become something of a routine. After a $900bn plan was signed into law in December, President-elect Biden outlined his plan for another $1.9tn Thursday night. His plan calls for:   – Direct payments of $1,400 to most Americans, bringing the total relief to $2,000, including December’s $600 payments.   – Increasing the federal, per-week unemployment benefit to $400 and extending it through…
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Market Recap

Posted on January 8, 2021 by Gemmer Asset

  Weekly Recap   Welcome to 2021. Apparently this year is going to start where 2020 left off, but with a touch of insurrection added to the mix. Wednesday was undoubtedly surreal, and on top of what we saw on T.V, it proved to be the deadliest day to date in the U.S. since the CVOID crisis started. But none of this could keep the market down. On Thursday the NASDAQ had the best day…
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Market Recap

Posted on December 19, 2020 by Gemmer Asset

    Weekly Recap   A solid week for the markets as Pfizer’s vaccine distribution kicked into gear and Moderna’s was approved. And we shouldn’t forget the Chinese and Russian options. As you can see below, these are being picked up in much of the developing world.   On the economic front the news was downbeat in the U.S. as renewed lockdowns/restrictions had their predictable impact. The key reports:   Weekly Unemployment Claims   Another…
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Market Recap

Posted on December 11, 2020 by Gemmer Asset

  Weekly Recap   A lot of crosscurrents in the markets as 2020 nears its end. We hit an unfortunate milestone yesterday with more than 3,000 deaths in the U.S. and over 100K hospitalized, as you can see below.     And as we are all experiencing, we are seeing renewed lockdowns in many parts of the country. However, unlike earlier in the year the year, lockdowns are not being accompanied by fiscal support. As…
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Market Recap

Posted on October 30, 2020 by Gemmer Asset

  Weekly Recap   It was a rough week all around and the markets reflected the uncertainty. Even bond yields ticked higher despite the drubbing in the equity markets. A renewed surge in COVID infections and uncertainty heading into next week’s election were obvious triggers for the correction. Interestingly, the earnings and economic reports were decent. But the markets are naturally forward looking, and the outlook is as murky as it has been in a…
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Market Recap

Posted on May 22, 2020 by Gemmer Asset

  Employment and Housing   Solid performance by the global equity markets this week despite lousy news (again) on the jobs front. The weekly unemployment claims number showed that 2.4 million people filed initial claims for the week ended May 16th, a decrease of 249,000 from the previous week (chart below).     This report raised the nine-week total to nearly 39 million people. This comes close to 18% of the labor force.    …
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Charts That Caught Our Attention

Posted on May 1, 2020 by Gemmer Asset

For this week’s post, we thought it would be worthwhile to go through a few charts and statistics that caught our attention over the past couple weeks. In an effort to keep it different, we’ll try to stick to main street trends as opposed to security specific data (“try” being the operative word here).   Airports Are Ghost Towns     I created the above chart from data provided by the Transportation Safety Administration. It…
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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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CNBC Appearance by Charles Blankley, CFA

Posted on February 17, 2016 by Gemmer Asset

In an interview on CNBC Asia, Gemmer CIO Charles Blankley discusses the remaining tools central banks have to help spur growth and combat deflationary pressures...
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