Understanding the Election and Market Surprises

2016-12-12T18:04:31+00:00December 12, 2016|Market Commentary|

As the end of 2016 grows closer, we have to say that this has certainly been an eventful year. A long presidential election campaign left many Americans feeling bruised and more divided than ever. And many people were surprised when Donald Trump emerged as the victor. Similar to Brexit’s unexpected win in June, election polling and conventional wisdom proved to be quite wrong once people actually voted. In fact, just 15 days before the election, [...]

Market Commentary: Week Ending 01-27-12

2012-02-03T15:06:52+00:00February 3, 2012|Market Commentary|

The big news this past week was the Fed’s statement on Wednesday that they would maintain “exceptionally low rates through at least late 2014.” In layman’s terms, this means the Fed will be printing money to purchase treasury bonds to keep interest rates down.  Keep in mind that interest rates are not supposed to be naturally this low.  Interest rates, if left unmanaged by the Fed, would find a balance in the market place based [...]

Current Environment – CWM Investment Outlook for 2012

2012-01-08T15:44:55+00:00January 8, 2012|Blog, Investments|

I have my suspicions that the New Year is going to bring some interesting dynamics to the stock market.  I’ve attempted to address the Current Environment that we are in by discussing where we’ve been historically, why I continue to maintain a large cash position in my clients’ portfolios, and where I think we’re headed in 2012. payday loans online ontario In my mind, 2008 drew a line in the sand.  Everything before that – [...]

Market Commentary: 10-7-2011

2011-10-10T11:01:26+00:00October 10, 2011|Market Commentary|

Surprisingly, we saw a positive week in the markets, though there was little volume.  The returns were surprising because of all the continued bad news coming out of Europe.  Belgium’s biggest bank, Dexia, is going to be bailed out and partly nationalized by the French and Belgium governments, Italy and Spain were both downgraded, and a large number of British banks were downgraded. Earnings season kicks-off this week, which should give investors a glimpse into [...]

Market Commentary: 9-23-2011

2011-09-26T11:21:25+00:00September 26, 2011|Market Commentary|

This past week could not have ended sooner.  The big news of the week was the Fed's announcement of the much anticipated “Operation Twist II.”  The Fed will be selling $400 billion in short-term treasuries and buying the same amount in long-term treasuries.  This left the market sour as investors were looking for more purchasing of bonds - not a net zero.  I think of other great importance is they acknowledged the significant downside risk [...]

Market Commentary: Week Ending 8/12/2011

2011-08-14T21:18:57+00:00August 14, 2011|Market Commentary|

We are lucky this week turned out mildly down.  The return of volatility is pretty well entrenched in the market at the moment and that is not a good thing.  The news that pushed the markets all over the map for the last few weeks is liquidity tightening up across Europe.  At the heart of the matter is the question around the viability of some large banks in Europe.  So, there you have it – [...]

Market Commentary: Week Ending 7/15/2011

2011-07-18T04:58:29+00:00July 18, 2011|Market Commentary|

It was almost a good week.  The market slid into Wednesday, and then got a pop from the Federal Reserve.  On Wednesday, Federal Reserve Chairman Ben Bernanke was testifying before Congress and indicated that the door on additional stimulus, via bond purchases, was still open.  The stock market briefly took off on this news, but trailed off by days-end.  Thursday was welcomed with more from the Fed Chairman; this time though, the Bernanke stated that [...]

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