INSIGHTS
Shutdown Rally
By: Matt Garrott The S&P 500 seemed destined for bear territory (a fall of at least 20%) at the end of last year. It was down 17% when the US government shut down on Saturday December 22nd. On Monday, the 24th, a frenzied half-day of trading [...]
Market Commentary: Year-End 2018
By: Matt Garrott What Happened in 2018 Hail to the King – Cash was king in 2018, up 1.87%. Chances are your savings account outperformed your portfolio this year, as 2018 was a highly unusual year where virtually every other broad asset class lost money. Keep [...]
Artificial Intelligence and Our Trading Strategy
By: Matt Garrott The S&P 500 finished November with the largest weekly gain in 6 years. What does this tell us about the market? Maybe it tells us that the October sell-off was an overreaction. More likely it tells us the same thing the October sell-off [...]
Stay Calm
By: Matt Garrott Our message to remain true to your financial plan and focus on long-term goals rather than today’s headlines is a familiar one. Cynics may wonder why our commentary is so plain and treats common sense as not-so-common. We don’t forecast GDP. We’re not [...]
Data, Worries, and Expectations
By: Matt Garrott We are often asked, particularly by prospects, for investment ideas – something outside the box that goes up like a stock and protects on the downside. All they want is 10% annual returns with no negative years. No such thing exists or we’d [...]
Market Commentary Q3 2018
By: Matt Garrott The S&P 500 is up 10% year to date. Does it feel like it? While the US stock market is having a strong year and the economy flexes its muscles, long-term investors may be feeling left behind. Why? Domestic stocks are up double [...]