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Corporate America Delivers | Weekly Market Commentary | May 16, 2022

First quarter earnings season was solid by just about any measure, but based on recent market behavior it’s obvious that in general market participants paid little attention. This is a macro-driven market, so it will likely take positive macro developments, i.e.,...

Have We Really Seen Extreme Pessimism Yet? | Weekly Market Commentary | May 9, 2022

It’s been a very tough start to the year with both stocks and bonds down sharply. Adding to the “wall of worry” for investors are the highest levels of U.S. inflation in decades, an aggressive Federal Reserve (Fed), Chinese lockdowns, and continuing war in Europe. So...

Why You Shouldn’t Sell in May This Year | Weekly Market Commentary | May 2, 2022

“Sell in May and go away” is probably the most widely cited stock market cliché in history. Every year a barrage of Wall Street commentaries, media stories, and investor questions flood in about the popular stock market adage. In this week’s Weekly Market Commentary,...

Likely Protection From Near-Term Recession | Weekly Market Commentary | April 25, 2022

Not all recessions are created equal. Previous downturns in the U.S. were prompted by various shocks, with the most recent recession started by health and government-induced shutdowns. Other recessions started in the corporate sector, whereas some started from...

What to Watch This Earnings Season | Weekly Market Commentary | April 18, 2022

First quarter earnings season is rolling. BlackRock, Delta Airlines, Goldman Sachs, JPMorgan Chase, and Morgan Stanley were among the first 16 S&P 500 companies to report March quarter results, following 20 index constituents with quarters ending in February that...

Headwinds to Global Growth | Weekly Market Commentary | April 11, 2022

LPL Research reduced U.S. and global GDP forecasts due to Russian commodity disruptions, elevated inflation dynamics, and higher borrowing costs. Still, we expect the U.S. economy to grow 2.7-3.2% in 2022, supported by business investment and consumer services...
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Recent Posts

  • Corporate America Delivers | Weekly Market Commentary | May 16, 2022
  • Have We Really Seen Extreme Pessimism Yet? | Weekly Market Commentary | May 9, 2022
  • Global Portfolio Strategy | May 4, 2022
  • Client Letter | April Showers Bring May Flowers | May 4, 2022
  • Why You Shouldn’t Sell in May This Year | Weekly Market Commentary | May 2, 2022

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