Randy’s Thoughts

Market Updates

Monthly Tidbits

 

April 2018

August 24th 2015 the S&P experiences a one day sell off of 4%.    Volatility is back. It has essentially been absent from the landscape for more than 2 years. Some are confused, most feel some level of concern and there are others that are convinced this is the...

January 2018

Those of you that have read past market updates know that I spend a good deal of time reading regular publications written by some of the most respected economists, renowned private money managers and global market analysts. I do this to objectively take stock (no pun...

December 2017

Flattening yield curves, stock valuations, and yield spreads. I’m amazed how often I’m asked for my take on any (and there are others) of what I refer to as buzz phrases. Don’t get me wrong, it’s the world I live in and for those interested I’m more than happy to...

May 2018

Dividends earned and shares owned are never lost during periods of volatility or corrections. Be patient and wary of media noise. Stay nimble, be tactical and know what you own.

April 2018

After reaching an all-time high of 2873 January 26th, the S&P has been in a trading range of 2580 and 2790 for the last 6 weeks. Some are suggesting this could be the beginning of a bear market. Although a possibility, economic fundamentals continue to tell a...

March 2018

Climbing the wall of worry seems to be front and center again. Trends still favor stock. Try not to get spooked by market volatility and corrections. A good example of both is captured in the NASDAQ composite index for 1999. Check it out. Stay nimble, be tactical and...