Weekly Financial Market Updates
China – U.S. Trade Deal = Stronger Emerging Markets?
Phase 1 of the China-U.S. trade deal is signed this week, easing trade tensions between the two countries. How does this deal impact investment strategy? Since President Trump took office, the U.S. has imposed tariffs and other trade measures against China and other countries. At times, these moves cast a pall over stock markets, leading…
Iran: Geopolitical Risk Creates Market Volatility
On January 3 the U.S. attacked and killed Quasem Soleimani, Major General from Iran that the U.S. accused of plotting terror. This surprising bout of uncertainty caused the stock market to pull back, while the price of oil and gold (a safe haven) rose strongly. The biggest cause of volatility in the stock market is uncertainty….
2019 Was a Big Year in the Stock Market – What’s Next for 2020?
Last week we talked about how 2019 was shaping up to be a great year for the stock market, rising about 30% for the year. Not too many people predicted that outcome a year ago! The natural question is: what’s in store for 2020? We don’t know – nobody does. But as I’ve mentioned before…
Stocks Have Had A Great Year
It’s hard to believe that 2019 is almost over! Just a year ago the stock market was in the midst of a 20% correction and investors were nervously wondering whether a recession was on the horizon for ’19. Turns out those worries were misplaced! Through mid-December, the S&P 500 has generated total returns of ~30%…
The Economy And The Stock Market Are Always Changing
We’ve been in a remarkable investment environment for the last 10 years. From the depths of the stock market lows in early 2009, the S&P 500 has increased over 400%. But what’s interesting is that the same types of companies have been leading the charge the entire time. Question is, can it continue? The U.S….
What A Difference A Year Makes
Investing is always a challenge. But investors have endured two radically different investment environments the last two financial years. These almost-comical headlines from CNBC – by the same author, no less – perfectly capture the 2018 and 2019 investment financial years. Here’s what’s interesting. In 2018, all the talk was about how strong the economy…
