Market Commentary

They’re Baaaack . . .

June 18, 2018

The U.S. stock market has been on a roller coaster ride in 2018 and has recently moved back into positive territory. The much-celebrated FANG stocks have told the story of [...]

Market Dislocations

June 7, 2018

Tuesday was a very interesting day for the bond markets. Political upheaval within two key European countries, Italy and Spain, caused a dramatic sell-off in sovereign debt [...]

Peak Optimism?

June 7, 2018

With 467 of the 500 companies in the S&P 500 already reporting first-quarter results, we can now get a good picture of corporate performance for the period. According to [...]

Drumroll Please …

May 10, 2018

Anxiety is rising on Wall Street. The incoming data are beginning to paint a clearer picture. Inflation is on the rise, and the implications of rising inflation for an [...]

Red Flags?

April 23, 2018

In previous Market Commentaries, we discussed how the threat of rising interest rates was responsible for the first stock-market swoon in February of this year. We suggested [...]

The New Normal?

April 11, 2018

In 2017, the S&P 500 produced a total return of nearly 22% with historically low volatility and twelve consecutive months of positive returns. The market shrugged off all [...]