The articles below offer general information, opinions, and forecasts and should not be considered advice.
Market Memo
April 2023 – By Bob Veres
This is your captain speaking…
When you’re on a commercial flight, and the plane is approaching turbulence, the captain comes on the intercom to let you know to buckle up and expect ‘rough air.’ There should be similar warnings about ‘rough air’ in the markets, and this is a good time to offer one.
Continue readingMarket Minute
December 2022 – By Scott Rosenquist, CFA®
As the year is coming to an end, investors will be sharpening their pencils as they look toward 2023 and the outlook for corporate earnings. Over the long run, earnings growth is a key driver of returns along with the outlook for the economy and investor sentiment.
Continue readingMarket Memo
November 2022 – By Kyle Rohrwasser
Another busy month in the global financial markets. Lower CPI results led to the 14th best single day performance on the NASDAQ, midterm elections are all but done, FTX (one of the largest cryptocurrency exchanges) has filed for bankruptcy, Leading Economic Indicators (LEI) are starting to turn sour, home sales have begun to fall, and the Chicago Bears manage to average 30 points a game in their last 3 games and lose all three.
Continue readingMarket Minute
November 2022 – By Bob Veres
When people talk about an economic recession, it’s hard to know who to believe. The U.S. economy experienced negative growth for two consecutive quarters, Q1 and Q2, according to the U.S. Bureau of Economic Analysis. That means we have already managed to survive a recession, right?
Continue reading