Market Thoughts for November 2016
Brad McMillan, Commonwealth’s CIO, discusses October tricks and treats for financial markets and the economy. As expected, it was a tough month for markets, as uncertainty surrounding the upcoming election and the future of interest rates continued to rattle investors. Still, fundamentals remain solid, and we were treated to rising business and consumer confidence, as well as strong economic growth. Is it possible that the trickiest part of the quarter is behind us? Stay tuned to find out. Follow Brad at blog.commonwealth.com/independent-market-observer.
What Does the Election Mean for Your Portfolio?
There’s no escaping coverage of the presidential election—what it means, whom to vote for, whom not to vote for. Many of us are deeply engaged in the process and passionately committed to one of the candidates.
Market Thoughts for October 2016
Brad McMillan, Commonwealth’s CIO, discusses the markets and economy for September. It was a volatile month, with markets dropping only to bounce back at month-end. Large companies in the S&P 500 were down slightly, while smaller companies and those outside of the U.S. did well. There was also a larger-than-expected pullback in the service sector, yet consumer confidence reached a nine-year high. Given such mixed news, should we be concerned about where the economy is going? Stay tuned to find out. Follow Brad at blog.commonwealth.com/independent-market-observer.
Outlook for October and the Fourth Quarter
Fundamentals Vs. Policy: It’s All About Growth
What Will the Fed Do?
Market Thoughts for September 2016
Stocks: Partying Like It’s 1999
Market Thoughts for August 2016
Looking at Future Stock Returns
U.S. Financial Markets: Strength Amid Global Turmoil
The Market’s New High Score
Market Thoughts for July 2016
Will Brexit Crash the Stock Market?
Brexit After All
I woke up early this morning to check the results of the British referendum on leaving the European Union. Against expectations, the Leave vote won a convincing victory, defying the polls and the prediction markets. There’s no doubt the world has changed, significantly. There is considerable doubt about what that actually means and—more immediately—what to do about it.