Quarterly Insights

Each quarter we provide an overview of the global financial marketplace and a future outlook on the market’s potential.

Interested in receiving our quarterly updates automatically in your Inbox?

Click here to sign up.

Recent Insights

Q3 2018 – “The Robust U.S Economy Carries On”

Despite vast publicity in the media, very few people really understand Bitcoin. We will attempt to explain Bitcoin in simple, nontechnical terms and why we think current Bitcoin market investors are riding a speculative wave that could soon collapse.

read more

Q1 2018 – “Market Volatility Returns”

The U.S. stock market started off in January with a bang, rallying to new records daily. However, in February volatility was reintroduced to investors at a level that has not been seen since 2015, as measured by the CBOE Volatility Index (VIX).

read more

Q4 2017 – “Expect More of the Same in 2018″

Investors throughout the world had much to cheer this past New Year’s celebration, as positive returns were experienced by investors throughout all markets. Stocks in the U.S. had their best year since 2013 as the S&P 500 Index returned 21.8% with December marking 14 consecutive months of positive returns, a feat not achieved since 1970.

read more

Q3 2017 – “Interest Rates & the Federal Reserve”

The equity markets continued their upward trajectory during the third quarter, with most market indices closing the quarter at an all-time high, or close to their record highs. This defies the well-known trading adage of “sell in May and go away” that warns investors to sell their equity holdings in May to avoid the typical volatile months of the summer and come back in the Fall.

read more

Q2 2017 – “Outlook for the Remainder of 2017″

With the momentum in the market carrying over from the first quarter, the first half of 2017 has been the best start for global equities since 1998. Although equity markets outside of the United States were up more, the Standard and Poor’s 500 had its best first half of the year since 2013.

read more

Q1 2017 – “Trump Trade Fade”

The first quarter ended with the stock market completing its eighth year of the current bull market, with the Standard and Poor’s 500 Index advancing 6.07%, marking the sixth quarter in a row the index closed in positive territory. Not only was the past quarter one of the least volatile quarters in some 50 years, the sectors that performed well were the stocks that lagged during the fourth quarter last year, as the “Trump Trade” faded.

read more

Q4 2016 – “And the Pendulum Swings…”

The past year will be remembered as a year of surprises whose consequences will be felt throughout 2017 and beyond. And while the nationalism movement has seemingly been oscillating for several years, the pendulum came to a standstill and started to swing the other way this past June when the United Kingdom voted to leave the European Union. The antiestablishment momentum continued into November when Donald Trump caught the world off-guard and became the 45th President of the United States.

read more