As we head into 2023, the economic and investment headwinds of 2022 are largely still in place. The difference now is that we are further along in declines and also there is the possibly the economy can shift to become more market friendly late in the year. Even though the economic and investment horizon is…
Risk Minimization Actions Verify at least monthly that your device is updating. Most people rely on the automatic updates that most devices can be directed to do in the background with install and re-launch happening off peak hours. It is always wise to check that updates are actually occurring. Not only on your computing devices…
Make Sense of 5g The race to go full throttle 5G is on. All four major US carriers (KT Corp, LG U plus Corp, SK Telecom and Verizon Communications) now have some form of 5G wireless which rolled out in April in limited US cities. Compare that to South Korea where half of its population…
PROMISING INVESTMENT OPPORTUNITIES GOING FORWARD- August 2020 Over the past few years, we have identified and invested in several secular trends. This has always been an important part of our research process. Investing in trends enhances the opportunity for positive longer-term investing We believe that the Covid 19 virus is accelerating several of these shifts,…
July 2020 Excerpt Covid-19 is here in all its fury. Life as we knew it no longer exists and the economy and society struggle to adapt to a new way forward. Because of this, we find it difficult to reconcile the size and speed of the stock market rebound at the beginning of June with…
Volatility returned to the stock market in a big way at the beginning of February. So far the correction, now 8% off the high point has been isolated to the equity market. There has not been a “flight to quality” that one might expect with such large equity price swings. While most market pundits talked…
There is a large amount of information swirling about regarding the Equifax breech (hack). It is easy to become anxious and want to do something immediately to remedy the situation. But no matter what you choose to do, take a few moments to gain some insight into this recurring 21st Century problem. In general hacks: are…
After the presidential election and its surprising results, I offer a brief note on the financial implications.
Donald Trump’s victory will create uncertainty in the financial markets going forward but at the same time in the near term create certainty in the form of a final outcome after many distressing months of ugly debate. Regardless of your politics, market price movements ahead may be a cause for anxiety, so I wanted to reiterate that we have a strategy, which doesn’t dwell on panic market moves, works to address potential pitfalls along with opportunities. I don’t think this moment is an occasion to speculate on investment sector winners and losers. A Trump presidency can mean many things, so I believe that guessing who gains and loses at this point is premature and unproductive.
Enclosed is your Investment Report for the most recent quarter ending September 30, 2016.
The S&P 500 was up 3.3% for the quarter. Virtually all of the quarterly gain in the stock market came in July with August and September being quiet and a little negative.
We have made it half way through the year. It has been a roller coaster ride for stocks but less so for income oriented investments. We began the year in February with a major sell off in the stock market and then a V shape rebound.
