What small caps might be telling us about the economy and the market
For a big country, we sure have an affinity for little things. Think TV shows: “Tiny House Nation”; sayings: “Big things come in small packages”; and children’s books: “The Little Engine That Could” as being among the more obvious examples of our love of things…
Continuing concerns regarding COVID-19
The global equity markets have continued their decline, which began on February 20, in response to fears over the COVID-19 (coronavirus) becoming a global pandemic. The S&P 500 Index fell -12.0% from February 20-27 and is on pace for another decline on February 28. International…
Market concerns regarding the Coronavirus
After reaching an all-time market high on February 19, 2020, US markets began experiencing volatility and fell about 4-5% as of February 24, 2020. To blame is the ongoing outbreak of COVID-19 (Coronavirus), which was first identified in Wuhan, China, but has now spread globally….
Taking a long-term view when the long-term has been awesome
Investors understand they should take a long-term view of things, and put unsettling market, economic and geopolitical events – and any associated volatility – in proper perspective. Of course, that is both easier said than done, and most needed when it is also most difficult…
Our “20/20 vision”
To say investors have had a few things vying for their attention these past few weeks might be the understatement of our brand new year. Consider that so far in January we have seen the market consistently hit all-time highs; the US and Iran approach…
There’s more to market patterns than “sell in May and go away”
Stock market returns should – and will – ultimately reflect the underlying economy, particularly the level of interest rates and corporate earnings, which means, among other things, that the calendar, Gregorian or otherwise, should have no impact whatsoever on performance. Yet, with that written, most…
Earnings yield – What it is and what it says about stocks today
We would argue the most popular way to value individual stocks and the stock market is using earnings, with investors taking what a company or the market has earned (“reported earnings”) or what a company or the companies that make up the market are expected…
Time is on their side, and ours too!
Nearly 57 years to the day of their first public performance at London’s Marquee Club, the Rolling Stones wrapped up the USA leg of their very successful and critically acclaimed No Filter Tour. Incredibly, time, even after all these years, still seems to be on…
4 thoughts for the 4th quarter
When it comes to cultural tie-ins associated with the number four one can go in any number of directions, including superhero, think Fantastic 4; popular music, think The Four Tops; and sports, think The Four Horsemen of Notre Dame. Well, as we focus on 4…
The US continues to lead the global equity market race
When it comes to the global equity market race, well, it hasn’t been much of a race. With US equities – as measured by the S&P 500 Index (S&P 500) – up 254% over the past 10 years and 18% in 2019 vs. developed international…