by NovemAdmin | May 5, 2025 | commentary
THE MARKETS American companies did well in the first quarter. During earnings season, publicly held companies tell investors how they performed during the previous quarter with a particular focus on earnings, which reflect company profits. Currently, we’re more than...
by NovemAdmin | Apr 29, 2025 | commentary
THE MARKETS How’s everybody feeling? If you said, “Not great,” you’re not alone. There is an abundance of negative sentiment today. Many people – from consumers to small business owners, and from asset managers to investors – are feeling less optimistic. Here’s the...
by NovemAdmin | Apr 21, 2025 | commentary
THE MARKETS As the market turns… When investor preferences shift and money flows from one sector, industry, investment style or geographic region into another, it is called a market rotation. For years, stock markets in the United States have outperformed stock...
by NovemAdmin | Apr 15, 2025 | commentary
THE MARKETS All eyes on the bond market. The scale of the tariffs introduced by the administration shocked investors, sparking a roller coaster of a week for stock markets. Last week, U.S. stocks: Rallied on a rumor. Fell when the rumor was recognized as a rumor. Rose...
by NovemAdmin | Apr 8, 2025 | commentary
THE MARKETS “If you can keep your head when all about you are losing theirs…” The advice offered by Rudyard Kipling’s poem “If—” resonated last week. A sharp escalation in trade tensions sparked a stock market downturn despite news that the United States economy...
by NovemAdmin | Apr 2, 2025 | commentary
THE MARKETS Risk-on. Risk-off. If you read the financial press, you may have seen the terms “risk-on” and “risk-off”. When investing, there is a risk-return spectrum. Stocks typically have higher risk and higher return potential than high-quality bonds. High-quality...
