The recession has been dodged (or ducked, or dipped, or dived, or dodged)
Recently, more than a few market prognosticators saw the US economy headed for a recession, a not unreasonable thought given weakened corporate and consumer sentiment, a very disappointing 20,000 jobs created in February, and increasingly flat US 2 Year / 10 Year Yield Curve and…
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…
A tale of two billboards
Imagine a plush community of beautiful, sprawling estates where each property is protected by a high-end security system. Now imagine two enormous billboards along the nearby interstate. Once a month, the first billboard displays a list of newly discovered flaws in the community’s security systems. …
Use 19th century technology to defeat 21st century fraud
March 10, 1876. Alexander Graham Bell’s Boston laboratory. “Mr. Watson come here – I want to see you. I think someone just looted my brokerage account.” Okay. Those may not have been the exact words spoken over the first useful telephonic device. But similar words…
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…
6 behaviors that predict future wealth
For many years, the prevailing advisory remuneration model has led financial advisors to look at just one variable – investable assets – when deciding whether or not to work with a client. One widespread truism about human behavior is that what gets rewarded gets done…
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…