facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Market Insights

In the Markets Now - On Recent Volatility Thumbnail

In the Markets Now - On Recent Volatility

As of writing, the S&P 500 has fallen roughly 7% over the last two weeks, including a 5% skid in the few days since Federal Reserve Chair Jerome Powell delivered a hawkish address at the Fed’s Jackson Hole conference. For brevity, here are a few scattered thoughts on the renewed selling pressure.

Read More
In the Markets Now - The "Good News is Bad News" Economy Thumbnail

In the Markets Now - The "Good News is Bad News" Economy

We’ve explored many times before why the stock market and economy don’t track each other perfectly (in short, the stock market looks forward while economic data looks backward). But it is an entirely different prospect for the stock market and economy to seemingly oppose one another. Yet that is partly where we find ourselves today – a market that can react negatively if economic news is too positive. A world where good news on one hand can be bad news on another.

Read More
In the Markets Now - The S&P 500 vs. Recessions Thumbnail

In the Markets Now - The S&P 500 vs. Recessions

During 2020, I was most often asked, “why is the stock market doing so well when the economy is doing so poorly?” A fair question. By the time Q2 GDP was announced on July 30, 2020 – a historic 33% drop – the S&P 500 was only 4% below its all-time high. From there, it would rally 16% into year-end, even though Covid-19 vaccine data was not published until November.

Read More