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Market Recap: 2014’s In The Bag
The markets closed the year on a down note, but it’s hard to say there was much conviction behind the selling. Despite the dip, it proved to be a profitable quarter for most domestic investors. The S&P 500 added +4.4% during the 4th quarter while small-cap equities jumped +9.3%. The overseas markets were a different story. ...
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Interesting Reads for December 29th
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 Recap: Central Banks Continue to Call the Shots
Janet Yellen grabbed the headlines this week away from Russia with her new version of forward guidance. Patience is the name of the game now, and the equity markets responded with enthusiasm....
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Market Recap: A Slippery Slope
The global capital markets were in a mini-turmoil this week as oil prices continued to push to new lows and political risks in certain countries reared their ugly head again....
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Interesting Reads for December 11th
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 December 2nd
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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Is “Euroglut” the next big problem for the Global Economy?
Cast your mind back to early 2004 when the Fed starting raising interest rates. Then as now the trade de jour was to cut bond portfolio durations in anticipation of rising rates. Fast forward to 2005 and everyone felt like an idiot because long-term rates didn’t budge. This was Greenspan’s ‘conundrum’ that he ruminated about for years to come....
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Interesting Reads for November 24th
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 Recap: A China Surprise, BOJ Motives and Central Bankers’ Easing Envy
Equities received a nice boost on Friday after calming words out of Europe and a rate cut in China (more below). Bonds on the other hand went to sleep ahead of Thursday’s turkey day. The S&P closed up +1.2% for the week while small-caps were essentially flat. International stocks in dollar terms gained +0.7%, but returns were pulled down by the -1.1% loss in the euro and -1.2% loss in the yen. ...
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Interesting Reads for November 20th
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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