Recorded September 12, 2023Chief Investment Officer | Portfolio ManagerPortfolio Manager
Archive
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Markets In Motion – Mixed Message
When bull markets end, they seldom go gentle into the night. As the market turns down, sharp rallies can occur, inflicting enormous pain on anyone underweight or short the declining asset class....
July 28 – Market Commentary
As we start the second half of 2023, the S&P Total Return Index is up 19% and is now just ~5% from making a new all-time high.
Markets in Motion – Glass Half Empty or Glass Half Full?
As we enter the second half of 2023, the S&P Total Return Index is up 16.9% and is now just 5.6% from making a new all-time high. Looking at the chart to the right…
Markets in Motion – The Great Consolidation
Over the past few weeks, equities have largely moved sideways. But it is not just the past few weeks that have been a wash. Zooming out on the S&P 500 shows that it is now trading at roughly the same level as it was in May of 2021 and May of 2022.
April 2023 Market Commentary – From Pain to Gain
Asset prices fluctuated considerably during the beginning of 2023 but ended up posting widespread gains. A decline in U.S. Treasury yields helped boost both fixed income and equity returns, while commodity prices fell.
Financial markets digested multiple crosscurrents during the first quarter, including stress in the global banking system, falling inflationary pressure, and mixed global growth data.
Markets In Motion – Something Broke
A few weeks ago we shared our thoughts on the SVB collapse and the regional bank crisis (link). As we enter the fourth week of this crisis, we can begin to draw more conclusions. First, banks do not seem to have the same balance sheet problems as in 2008.
SVB and Signature Bank Collapse: What You Need to Know
The wounds of the 2008 financial crisis cut deep. So unsurprisingly when another US bank fails, everyone sits up and takes notice. This past weekend, Silicon Valley Bank collapsed…
Feb 2023 Market Commentary with Jeff Thompson
Our CEO Jeff Thompson talks about the current market conditions.Recorded February 28, 2023Chief Executive Officer | Portfolio Manager
Markets In Motion – A New Bull Market?
Animal spirits are alive and well as financial conditions have eased considerably the past few months – lower dollar, lower yields, lower volatility. Add reduced inflationary pressure and a more dovish Federal Reserve — that equals a significant rally in global equities.
Markets in Motion: Looking Ahead to 2023
First off … thank you! The year is almost over and we are grateful to all our Advisors, Fiduciaries, Brokers, and Partners who trust us with your business. We love being able to do this every day and look forward to the future.
Post-election recap and market commentary with John Forlines and Nick Lobley
December 2022 post-election conversation with Chief Investment Officer John Forlines III, and Portfolio Manager Nick Lobley.
