Don’t Count Out the US Consumer Just Yet
The awful conflict in the Ukraine drags on, inflation remains at historically high levels, the Fed reiterates its intention to bring inflation under control (even if it means weakening the economy), bellwether retailer Target sees its share price have its worst day since Black Monday…
Twin Peaks?
Some of us recall David Lynch’s groundbreaking television series Twin Peaks, which premiered on ABC on April 8, 1990, and ran for two seasons until its cancellation in 1991. Though the series was short-lived, it has achieved cult-like status due to its innovative mix of…
The Month Of May Gets A Bad Rap
One of the more interesting and entertaining aspects of investing is the myriad of adages which, as you would expect with adages, express a general truth about the markets. Consider, “Don’t Fight the Fed” – when the Fed wants to support or restrain risk assets,…
Show me the money
You can count us among the world’s cinephiles, with a particular and deep appreciation for the cinematic work of the late, great Burt Reynolds. When it comes to remarkable movies, they all seem to have a few things going for them, including a first-rate cast,…
The bear market goes on…until it doesn’t
When trying to put in perspective the shortest bear market in US history—at least a bear market that saw the S&P 500 Index (S&P 500) sell off 30%+—there are any number of directions one can go. However, I decided to go with the children’s book…
The upside of being rejected
Dealing with rejection is never easy. Well, unless you’re Lloyd in Dumb & Dumber and you’re so delusional you can’t appreciate you are being rejected, which, when one considers it, might not be such a bad way to go through life. That said, let’s pivot…
Don’t get down if the markets aren’t dancing in September
It’s been a positive – if somewhat bumpy – year for US equities, with the S&P 500 Index (S&P 500) up about 17% in 2019, despite pullbacks of about 7% in May and August. The robust performance of the US stock market isn’t surprising given…
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…
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?…