Vlog: Quarter-end Q&A 1Q2019
Brinker Capital Global Investment Strategist, Tim Holland, CFA, asks and answers those questions we think will be top of mind for clients as they open their quarterly statements and think back on the quarter that was: Have we seen the high in the stock market…
Vlog – To tell the truth
Given the news flow and data points of late, Brinker Capital Global Investment Strategist, Tim Holland, CFA, poses the question to our $20 trillion economy, “Will the real US economy please stand up?” (recorded March 28, 2019). The views expressed are those of Brinker Capital and…
It seems the jobs market has been drinking a bit of JOLT
With an attention-grabbing tagline, “All the sugar and twice the caffeine,” JOLT Cola burst onto the consumer product scene in the mid-1980s. Fortunately, or unfortunately depending on how one feels about highly caffeinated, sugary, carbonated beverages, JOLT Cola is no more. But, for we capital…
Welcome back, welcome back, welcome back!
A hallmark of the Great Recession was a decline in the prime age labor force participation rate from 83% to 80%, see the chart below. While a three-point drop might not seem significant, it reflects millions of Americans walking away from the economy, giving up…
It’s a big birthday for the bull market, and we see a successful quest for greater gains
Happy birthday bull market! The longest running bull market in United States history hit a major milestone last week, turning 10 on March 9. It sure has been an interesting and exciting 10 years. US equities, as measured by the S&P 500 Index, found their…
Volatility vanishes (again), but it should be back (again)
More than once last summer, we were asked our thoughts on the early 2018 spike, and subsequent drop, in market volatility as measured by the VIX, Wall Street’s “Fear Index.” We noted we weren’t surprised by the return of volatility, an accelerating economy and rising…
Bell bottoms we can dig. But a V bottom we can REALLY dig.
We can’t comprehend why the ‘70s remain such a maligned decade. Sure, there was Watergate and Stagflation and a host of other national ills, but there was also disco, Welcome Back Kotter, and bell bottoms. And as we wait on the overdue return of bell…
It was freezing in January, but the market was hot
To say it was cold in January might qualify as the understatement of the year, akin to something like the Patriots are a pretty good football team – full disclosure, I am NOT a Patriots fan. Indeed, January saw us all introduced to the dreaded…
The Fed goes from stock market bad cop to stock market good cop
What a difference a month – give or take – can make. In December, the Federal Reserve (Fed) raised the Fed Funds rate 25 basis points (think of a basis point as cents are to a dollar) to a range of 2.25% to 2.50% and…
Vlog: Quarter-end Q&A 4Q2018
Brinker Capital Global Investment Strategist, Tim Holland, CFA, asks and answers those questions we think will be top of mind for clients as they open their quarterly statements and think back on the quarter that was: Why did US equities correct so sharply in 4Q2018?…