Midyear Market Observations July 2020

...

See More
Stock Market Observations

Stock Market Observations

Three important factors likely to impact the stock market over the next 2 to 3 years A look at economic and stock market valuations A historical perspective of stock market returns for the month of January 2013 was a surprisingly good year ...

READ MORE
Bonds Have Their Worst Year Since 1994

Bonds Have Their Worst Year Since 1994

The fact that inflation remained relatively stable suggests that the recent rise in interest rates is not likely to be a multi-year event. If we enter another economic slowdown, this could mean that a new recession may be longer and more se...

READ MORE
The Feds Dilemma

The Feds Dilemma

Last year, U.S. taxpayers paid $360 billion of interest on over $16 trillion in debt, which was the lowest interest expense in seven years. The Fed paid the Treasury $89 billion last year alone which helped keep the interest expense at such...

READ MORE
Signs of Trouble for Municipal Bonds?

Signs of Trouble for Municipal Bonds?

Recent events taking place in Puerto Rico may indicate that municipal debt problems are beginning to move beyond the local level. The S&P Municipal Bond Puerto Rico Index has experienced a year-to-date decline of over 15%. If puerto Ric...

READ MORE
Perspective

Perspective

The current stock market advance is looking to be in the later stages based upon past market history going back into the 1920s. Above-average valuations are a negative for upside potential in the stock market at this point. Currently, the m...

READ MORE
Newsletter

Sign Up for Updates

[sp-form formid=3323]