Category Archives: Weekly Wrap

Weekly Wrap for June 8 2018

Weekly Wrap for June 8 2018

Most of the major US indices gained over the past week as did almost all sectors as of mid-day trading on Friday, with the exception of the Utilities sector, which lost around 3%. The economic data for the week came in mostly positive, but further reinforced the view that we are late in the business cycle. Things are heating up once again on the geopolitical front, which by the end of the week had investors back on the defensive.

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Weekly Wrap: With This Market, the Devil is in the Details

Weekly Wrap: With This Market, the Devil is in the Details

We remain concerned with the level of debt across all three components of the economy – government, corporate and households. Rates are rising and debt levels across the board are high which increases the risk of dramatic price movement, yet so many of those Baby Boomers heading into retirement have had to take on high levels of risk in their portfolios to boost returns. While true even in normal times, this is a market in which one must increasingly pay close attention to its underpinnings.

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WEEKLY WRAP: Buying the Next Dip Might Not Be the Best Strategy

WEEKLY WRAP: Buying the Next Dip Might Not Be the Best Strategy

This has been a market in which “Buy the dip” has been strongly rewarded, while value investing has been pummeled. Attempts at risk management have also been mostly brutally punished and we have about 3 million working in financial services who have never experienced a bear market. But with costs rising and market dynamics fundamentally changing, things are about to get real interesting.

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