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The Sentiment Virus

After a strong 2019, 2020 appeared to be a promising year.  Unemployment was at a record low, and wages were growing at a faster pace than almost any other time during the decade long economic expansion.  Interest rates were low, consumer credit showed little signs of stress, and the consumer was financially healthy.  2020 was … Continue reading The Sentiment Virus

The CARES Act

               In response to the COVID-19 global pandemic, Congress passed the Coronavirus Aid, Relief, and Economic Security Act (CARES) on March 27th, 2020, a $2 trillion stimulus package – the largest in history. More than anything, this is truly a rescue package chalk full of provisions to help support individual Americans, small businesses, large corporations, and, … Continue reading The CARES Act

The Great Normalization

Over the past 20 years, a series of events starting with the bursting of the internet bubble led to the unprecedented environment we find ourselves in today.  We started with “The Great Internet Bubble” followed by “The Great Housing Bubble” then “The Great Credit Bubble” then “The Great Commodities Bubble,” resulting in “The Great Recession,” … Continue reading The Great Normalization

The Long and the Short of It

In 2019, credit markets exhibited a high level of volatility due to a number of factors. Overall, our fixed income benchmark, the Barclays Aggregate Intermediate-Term Index, provided a total return of 6.8% for the year, with corporate and junk bonds leading the charge with double-digit returns. The majority of our clients are invested in tax-free … Continue reading The Long and the Short of It

The Bull Stock Market in the Bear Economy

Signs of economic weakness are pervasive.  Quantitative evidence from economic reports is depicting an obvious economic slowdown.  Additionally, qualitative evidence, such as “expert” commentary and recession related media headlines, means the average American hears about an upcoming recession daily.  After reading the headlines of poor economic reports and bearish commentary, one would expect equity markets … Continue reading The Bull Stock Market in the Bear Economy