Author Archives: Eric

Springtime rejuvenation

Wow.  After an abysmal 4th quarter of 2018, the market sprang to life and rebounded solidly in the first three months of 2019, nearly making up for the losses which ended last year.  Just three months ago, one week prior to the December 24th low point, we posted a commentary reminding you to think of

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A little perspective on the market volatility

All of the news over the last few weeks has focused on how bad the stock market is doing; today was no exception.  First I will corroborate some depressing facts that the news focuses on: This month, the Dow Jones Industrial Average is down nearly 2,000 points, or 7.6% This calendar quarter (since the end

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Bull market blues?

The news is always out to scare us, and the news lately keeps harping on ‘the longest bull market in history’ (meaning, the market has been going up) which will occur this week, on Wednesday to be exact.  On that day, according to the news, it will have been nearly 9 1/2 years since the

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Dow Jones Industrial Average change

Quite often I say that I don’t like the Dow Jones Industrial Average as an indicator of large capitalization stocks in the United States, instead preferring the S&P 500.  Here’s something that happened last week that will give you a little more insight to that opinion: Last week there was a change in the composition

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Bitcoins: a deeper look

A couple of weeks ago, I wrote a commentary that touched on bitcoins.  However, today an acquaintance of mine, Ryan Long, CFA and Director of Investments for FocusPoint Solutions, wrote this great piece: What to make of the rise in Bitcoin and other cryptocurrencies? Bitcoin has been in the news again, with exponential gains in

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Bubbles, Bills, and Bitcoins

Happy December! I wanted to write about one thing, but instead I’m using alliteration to talk about the three things I’ve been questioned about multiple times over the last week: 1) Bubbles: are we in one? 2) Bills: what is the effect of the pending tax bill that Congress is trying to pass? 3) Bitcoins:

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Are times too good?

When the market does bad, questions of “are we doomed” are prevalent.  When it does well, comments of “we’re too high” are heard repeatedly.  Now that we’re been on a long upwards trend, the question of “Where are we in the business cycle and are we any closer to recession?” is the talk. The answer

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Up, Up, and Away

It seems like only yesterday that I wrote an article about how you should ignore the media hype about the record number down days in a row (nine), and here we are with 9 up days in a row.  On top of that, we have seen a steady climb in the market for months now.  Since

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Don’t let the media hype stress you out

As I write this, the headline on CNBC is “S&P posts longest losing streak in nearly 36 years“.  This is true, and here is the chart of the last 9 days:   Down 3% in 9 days.  Bad, but not terrible.  How so?  For some perspective, let’s take a look at some other time frames

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Where are we?

As the market swings up and down wildly this year, and because we’re in a presidential election year, I’ve been asked a lot of questions about where the market and the economy are going.  So, I thought I’d write a quick piece to give my opinion about where we are in the big picture.  The

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