Archives for January, 2020

  1. January 27, 2020

      China has been plagued with what appears to be a fast spreading virus with an epicenter in the city of Wuhan. The loss of any life is tragic at any scale, let alone as the result of a virus like the current one being closely monitored in China. While this post might be… More >>

  2. January 21, 2020

      Fourth quarter earnings season just began and with any luck, the year-long earnings recession will be coming to an end. [i] If expectations are the guide, Q4 earnings should decline around 2.1% year-over-year, and estimates have been revised downward over the last… More >>

  3. January 13, 2020

    Last week, we presented our Q1 2020 Look Ahead (link here) that was predominantly focused on the U.S. markets. Over the last 12 months we at Phillips and Company have made a concerted effort to explore China and its domestic stock market for equity returns. It’s a… More >>

  4. January 6, 2020

    I like to fly fish and have had the privilege of fishing some of the most amazing rivers in the world. One specific spot to angle for a really big fish is the confluence of two rivers. This spot is easy feeding for the fish but, hard for the angler due to crosscurrents,… More >>