It Just Keeps Going and Going. The best way to describe the end of the third quarter is to steal the Energizer Bunny’s tagline, “it just keeps going and going…”[1] The end of September marked the longest running bull market since World War II and the longest most investors have seen in their lifetimes. Equity…
Tariffs and World Cup Football The second quarter equity markets were dominated by headlines surrounding the Trump administration’s proposed tariffs. The tariff talk subsequently turned into action with new tariffs enacted by the US, China, Mexico, Canada, the European Union, India and Turkey. The net effect on US GDP is, at worst, estimated to be…
The first quarter could very well turn out to be a memorable inflection point in this 10-year bull market. The broad indices ended their nine-quarter streak of positive returns, volatility returned with markets moving up or down with much greater magnitude, and the bull market leaders Facebook, Apple, Amazon, Netflix and Google are not looking…
