COVID-19 and the Stock Market

Stock markets are in a tailspin this morning due to COVID-19 concerns. The stock market has dealt with many epidemics (SARS, MERS, Bird Flu, Ebola, etc.) in the past few decades none of which have led to a sustained market decline. Here is a look at the historical market returns 6 & 12-months after the occurrence of […]

A Divided Market

There are clearly opposite views on the market right now.  After a fabulous day for all three indexes yesterday, not to mention the performance of many leading stocks, some commentators remain committed to the idea we are headed for a recession. A week ago, recession fears were plastered on the front pages of all the […]

Inspiring Podcast by Great Investing Minds

Check out this podcast by one of our top investment providers, ARK Investment Management.  In Episode 9 of FYI (For Your Innovation) you are going to hear from three people.  The conversation is led by moderator James Wang (ARK Analyst) as he facilitates a conversation between Catherine Wood (ARK CEO/CIO) and Dr. Art Laffer (Laffer […]

Now We Need A Follow-Through Day

True, some of the largest single-day stock market gains come during bear markets.  December 26th, 2018 marks the first time the Dow Jones industrial average gain 1,000 point in a single session.  Experienced stock market investors know, one big up day does not mark the end of a downtrend. Investors should also note, Wednesday’s advance […]

2018 Investment Strategy Review

Stock and bond market performance has been more volatile in 2018.  After an amazing run in 2017 stocks have become more sensitive to interest rate hikes and potential disruptions in global trade because of ongoing trade negotiations by the Trump administration. Bonds too have seen an increase in volatility as the Federal Reserve increases the […]

Stock Market Anxious & Vulnerable

This was one of the most fascinating weeks in my career as a portfolio manager. Stocks were under aggressive selling pressure most of the week but ended the session on Friday recovering most of the days’ declines. Especially encouraging was the impressive advance Friday from the tech sector and small caps. Overall trading on Friday […]

Artificial Intelligence’s Impact on the Semiconductor Industry

New demands for processing power from artificial intelligence and machine learning applications may be changing the cyclical nature of the semiconductor market, a welcome development from this promising industry. In this video I provide an example of how innovation is providing new investment opportunities.

North Korea Threat

There is no question the North Korea (NK) situation has deteriorated and could very well be headed to a conflict.  Outside of an offer of asylum for the Kim Jong Un regime there appear few options.  It is clear the current NK leadership is antagonistic and their arsenal now represents a clear and present danger.  President Trump […]

Q1 Earnings Surprise

Q1 earnings are expected to come in much better than expected and upside revisions and upside earnings surprises are the primary drivers for Q1’s earnings growth rate.  The blended rate (combines actual results with estimated results not yet reported) of 12.5% as of Friday, April 28th for the S&P 500 is coming in well ahead […]