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  With just a couple trading days left in the month, October is shaping up to be one of the worst months for equity returns in decades. [i]     As of Friday, October 26, the indices have seen their largest drop since the correction we experienced between late… More >>

Despite the rise in market volatility and the recent pullback in stock prices, the market still lays claim to the longest bull market in history.  However, as the market readjusts to a normalized level of volatility, many investors have begun to wonder if a longer-term… More >>

Last week served as a stark reminder that equity markets, in the short term, can be volatile and present significant risk.  On October 10, the market dropped 831 points, driven by several reasons.  When taking the full three-day correction into consideration, the Dow… More >>

With the first full week of trading for Q4 2018 underway, we’d like to take this opportunity to present you with our Q4 2018 Look Ahead. For a PDF presentation, click here. For a narrated video presentation, click here. Below we’ve highlighted three key themes from… More >>

The record bull market is still handily underway and continues to be driven by strong earnings and revenue growth; which in a large part, has been driven by the much-publicized Tax Cuts and Jobs Act coming out of the Trump administration.  But after 3,493 days without a 20… More >>

As I write this post, I’m currently on a visit to one of the smallest economic engines in the European Union: Portugal.  In my opinion, speaking Portuguese is exponentially harder than speaking Spanish and that has caused me to rely on some new technology.  There is a… More >>

  Considering all the chaos throughout Emerging Markets, the U.S. equity markets have been remarkably calm over the past few weeks. The indication for this calm is the low and declining levels of volatility in the U.S. equity markets, as reflected by the VIX Index… More >>

Ten years ago, on September 15, 2008, Lehman Brothers filed for bankruptcy.  That event symbolized the ultimate consequence of excessive lending by banks. [i] Over the period to follow, known as the “Great Financial Crisis,” the three major U.S. stock market indices—the… More >>

If you’ve caught any of the recent news headlines, you would know Emerging Markets have been hit hard in 2018.  If you haven’t, a Google search will probably yield something like the following: [i] Year-to-date, the Emerging Markets Index has fallen 7.78 percent;… More >>

Despite all of the political news saturating the media day in and day out, discussion of the housing market has certainly found its voice.  If you follow the news, headlines suggest housing is on a slowing trend. “Housing market is showing signs of cracking:… More >>