Randy’s Thoughts

Market Updates

 

Monthly Tidbits

 

July 2017

It’s hard to turn on the TV, pick up a newspaper or magazine and not see at least one piece concerning the lofty level of the US stock market. In fact most include a piece or 2 about the high price of US stocks and that stocks are due for a sell off. Some point out...

April 20, 2017

Markets are all over the place. Since the election, banks, broker dealers and insurance companies (essentially the financial sector) have been on fire. As of this week the financial sector has given back all of its gains since Trump won the election. How should this...

February 23, 2017

Stocks continue to rise. Trump’s promise of tax reform, less regulation and infrastructure improvements seem to be the catalyst for rising stock prices. Nationally, the job market is tight, wages have risen slightly and it appears inflationary pressures are rising to...

July 2017

In April’s Tidbit I wrote of climbing the wall of worry. It seems that wall is steepening with each passing day and the media noise does little to lessen fears. That said expect a continuance of up and down weeks on Wall Street while keeping in mind market...

June 2017

Unemployment is 4.3%. Since 2013, more stocks are trading at higher prices than those trading at lower prices. Any fly’s in the ointment? Other risks aside, Government debt including entitlements and pension obligations could trip up this bull.

May 2017

The good news, Q1 earnings have been and continue to come in strong. Revenues are beating estimates and Trump is pushing to slash corporate taxes to 15%. And then there’s news of the US Military moving naval defenses into the Korean peninsula and Russian built bombs...