Quarterly Insights
Each quarter we provide an overview of the global financial marketplace and a future outlook on the market’s potential.
Recent Insights
Q3 2019 – “U.S. – China Trade War Continues to Lead Market Discussions”
The ongoing market volatility from an abundance of changing data points (oil prices, U.S.-China trade dispute, and interest rates) has introduced additional market risk.
Q2 2019 – “Trade Deals and Central Bank Rate Policies Continue to Influence the Bull Market Run”
Equity markets produced a significant reversal in the 1st quarter of 2019 following one of the worst periods of performance to close out 2018. While we do not believe a recession is imminent, the markets are at an inflection point.
Q1 2019 – “How the Markets Came Stampeding Back in 2019″
Equity markets produced a significant reversal in the 1st quarter of 2019 following one of the worst periods of performance to close out 2018. While we do not believe a recession is imminent, the markets are at an inflection point.
Q4 2018 – “2018 Ended on a Sour Note – How Will 2019 Begin?”
Worries about rising interest rates, the continuing trade friction between the U.S. and China, and geopolitical tensions tempered risk appetites among investors in the 4th quarter. What events will trigger markets to move up or down in 2019?
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.
Q2 2018 – “Bitcoin – A Global Currency or a Speculative Bubble?”
Despite vast publicity in the media, very few people really understand Bitcoin. We explain Bitcoin in simple, nontechnical terms and why we think current Bitcoin market investors are riding a speculative wave that could soon collapse.
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).
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.