Blog

  With 2016 nearing a close and the Dow Jones Industrial Average approaching an all-time high of 20,000[i], it’s easy to forget what an emotional rollercoaster this year was.  Let’s look back at the major events of 2016: January: Worst 5-day performance to start the New… More >>

  As the media carries the torch into the holiday season, the United States is brought that much closer to Trump officially stepping into the Oval Office. Most political pundits are anticipating a triumphant first 100 days for the Trump administration.  Here is what he is… More >>

  Over the past several years, the Fed has over promised and under delivered when it has come to raising the fed funds rate.  Dovish comments are offset by hawkish comments every step of the way.  Now, here we are again. Once again, it’s December and we’re facing the last… More >>

  The media outlets remain saturated with continuous talk about the surprise turnout from the Presidential election, as well as the ongoing speculation about how the next four years will play out with Trump and his Administration at the helm.  With all the buzz, it's easy… More >>

  Now that the Presidential election has come to a close, we’ve experienced nothing short of an unforeseen rally in the equity markets. The recently dubbed “Trump Equity Rally” has ended its third week with another string of strong performances across several key sectors… More >>

  Since Donald Trump won the U.S. Presidential Election, there has been a lot of social anxiety, name calling, and fear baiting type ‘tantrums.’ However, these outbursts are not the only tantrums to which I’m referring when considering the situation surrounding… More >>

  Last week was certainly a surprising and eventful week that few predicted. The election of Donald Trump as our 45th President caught most Americans by surprise, as the odds were resoundingly against a Trump Presidency. [i] The only data point that had a high… More >>

  "It only takes one clown to make a circus." These were words professed by former SEC Chairman Arthur Levitt during a conference I attended about 20 years ago. Those words prove prophetic today as we conclude the political silly season we have been locked into for the… More >>

  Finally, we had some decent U.S. macroeconomic developments. As reported on Friday, with U.S. GDP growing at 2.9%, this is the best quarter over quarter growth since mid-2014. [i] Behind the headline numbers lay some interesting details. First, the U.S. Consumer (as… More >>

  As we approach the end of this political silly season, it's not surprising to see the range of concerns shared by investors and advisors alike. Taken from the Eaton Vance Top-of-Mind Index survey: [i] The Fed’s impending rate rise is the top concern Following in… More >>