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…
Category:
Commentary
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: 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.
Trick or Treat? Fed Not Ready to Pivot
In our last Markets in Motion, we discussed that the Fed is unlikely to pivot from their aggressive monetary tightening. Since then, Fed speakers have reiterated that stance. Another theme is that...
Markets in Motion – Not Out of the Woods… Yet
Major stock indices crossed some key technical thresholds, and interest rates and commodities pulled back sharply as economic concerns really start to pile up ahead of a hawkish Federal Reserve....
Markets in Motion – Bear Market Edition
Every month, our investment committee holds a meeting to discuss the most important issues driving the macroeconomy and financial markets. This month’s meeting was especially pertinent as it comes...
Markets in Motion — Inversion! Time to Start the Recession Clock?
The 2-year vs 10-year yield curve has inverted for the first time since 2019. Historically, when this curve inverts there has been a better than two-thirds chance of a recession at some point in the next year and a greater than 98% chance of a recession at some point in the next two years.
Markets in Motion — A New Cold War?
Nation-state level war has returned to Europe. After weeks of escalation, Russian President Putin announced the invasion of Ukraine, citing protection of breakaway “republics” close to Russia as cassus belli while pledging to “demilitarize and de-nazify” the country…
Markets in Motion — As January Goes, So Goes the Year?
Donoghue Forlines’ 2022 Global Markets Outlook. We are only a few weeks into the year, but investors must hope the adage “as January goes, so goes the year” does not hold true for 2022. After all, at the recent lows, the S&P 500 was down almost 10%, while the Nasdaq 100 was down almost 15%. And behind this pullback, pain in the most speculative parts of the market is starting to add up.
Markets in Motion — Building Portfolios For The Next Generation of Investing
First off… thank you! 2021 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...
Markets in Motion — Don’t Panic at Higher Prices
2021 was a perfect storm for consumer price inflation. An expanded money supply, less precautionary cash hoarding, stimulated and pent-up demand for consumer goods, and supply constraints have all combined to fuel a rapid rise in inflation.
