Randy’s Thoughts

Market Updates

Monthly Tidbits

 

July 2018

Struggling, flat, messy, puzzling…… a few words I use to describe the U.S. stocks market for the first half of 2018. Ironically the U.S. economy is humming. Sometimes the economy and stocks are in lock step with each other. Unfortunately the last 5 months hasn’t been...

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...

September 2018

Wow there’s a lot going on. The rewrite of NAFTA, the imposition of tariffs, the strength of the dollar and its potential impact on global debt. For most, all of these topics are quite confusing. They create uncertainty which typically heighten individual anxieties...

August 2018

Are tariffs on Chinese goods having any impact on China? Consider that as of this writing the Hang Seng and Shanghai Chinese stock indexes are down 17% and 23% YTD respectively, Japan just over-threw China as the world’s second largest stock market and the dollar...

July 2018

The media is good with buzz words like tariffs, isolationism, rising interest rates and others to support what moves the stock market especially on days when stock prices are down. Fundamentals in the US remain strong. Are you having difficulty seeing the forest for...