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Market Recap: Earnings, The Fed, and More Negative Yields
It was a pretty positive week for global equities and it is surprising how quickly we have shrugged off last Friday’s disappointing payrolls report. For the week the S&P added +1.7% while small-cap stocks were up +0.7%....
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Interesting Reads for April 6th
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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CNBC Asia Appearance by Charles Blankley, CFA
Gemmer Chief Investment Officer Charles Blankley discusses the U.S. employment situation and the global financial landscape on CNBC Asia’s Squawk Box...
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Interesting Reads for March 30th
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 March 23rd
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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Weekly Market Recap
The Fed meeting that ended Wednesday sent a clear message that Janet Yellen will take it very slow when she finally gets around to raising rates. Markets jumped significantly on the news with domestic stocks up almost 3%. The overseas markets outperformed in no small part due to a major correction in the dollar/rally in the euro, yen, etc. For the week the euro jumped +3.1% while the yen rallied +1.2%...
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Weekly Market Recap
The U.S. equity market slid for the third straight week with the S&P dipping -0.9%. Small-cap equities managed to buck the trend with a +1.3% gain, but in general the dollar rally combined with lower oil prices weighed on most domestic indexes (small-caps were up this week because they are relatively insulated from U.S. dollar fluctuations)....
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Interesting Reads for March 12th
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 March 9th
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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Weekly Market Recap
The U.S. equity market traded pretty aimlessly up until Friday with no major news pushing stocks one way or the other. Friday proved to be a little more interesting after the release of the monthly non-farm payrolls report. After the report pretty much every asset class took it on the chin, similar to the taper tantrum back in 2013....
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