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Global Equities

Is the Federal Reserve to Blame for the Recent Market Volatility?

Why are markets so volatile even though the Federal Reserve telegraphed their interest rate stance? Under the leadership of Chairman Jerome Powell, today’s Federal Reserve Board was supposed to be different than boards of the past.  Although the Fed’s dual mandate continues to be maximum sustainable employment and stable prices, a goal of this board … Continue reading Is the Federal Reserve to Blame for the Recent Market Volatility?

The Great Fall of China

The consensus seems to feel Chinese equities are uninvestable. Read why the herd could be wrong. The year was 2019. Chinese equities were in the middle of a strong year. Nearly half of the world’s largest technology companies by market capitalization were based in China. The Chinese government was on a mission to catch then … Continue reading The Great Fall of China

Buy Economically Sensitive for a Sensitive Economy

Where are the superior risk/rewards in this sensitive economy? Many investments have more than doubled since their pandemic lows.  However, the U.S. equities market is in an interesting position as we enter the fourth quarter.  Due to the sizable disruptions caused by the Delta variant and ongoing global supply chain issues, global markets have become … Continue reading Buy Economically Sensitive for a Sensitive Economy

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

Safe Is Not Safe Anymore

Click here to view a PRINT VERSION of this article. Historically, two sectors with consistently slow earnings growth have been utilities and consumer staples.  Over the long-term, these two sectors have posted annualized earnings growth of 3% and 5% respectively, below the S&P 500’s 7% earnings growth.  Although earnings growth has been slower, and these … Continue reading Safe Is Not Safe Anymore

What Does the Recent US Stock Market Action Mean for 2019?

The old saying “stock prices follow earnings” was not in effect during 2018.  The S&P 500 delivered outstanding earnings growth of 22% during the year.  However, this impressive earnings growth coincided with the worst performance for the S&P 500 in over 10 years, along with one of the worst single quarters since 1940.  Practically overnight, … Continue reading What Does the Recent US Stock Market Action Mean for 2019?

Seeing Green?

To download a printable version of this article, click here: 201810 OPCM – Marijuana Around this time last year, we wrote an article highlighting the increasing signs of speculation and euphoria we were seeing in the burgeoning cryptocurrency market. Our skepticism had less to do with the merit or potential use of cryptocurrencies, and more … Continue reading Seeing Green?