The Bull Turns 11 | Weekly Market Commentary | March 9, 2020

The Bull Turns 11 | Weekly Market Commentary | March 9, 2020

As the coronavirus continues to scare global markets, it would be easy forget that the current bull market started 11 years ago today. Based on investing fundamentals, we continue to believe we’ll see a resumption of economic growth and a continuation of this bull...
Productivity Bounces | Weekly Market Commentary | February 18, 2020

Productivity Bounces | Weekly Market Commentary | February 18, 2020

Productivity is a key ingredient in keeping this aging economic cycle afloat, and a nice bounce in 2019’s fourth quarter productivity may be a step in the right direction. Ideally, we’d like to see the global economy stabilize and capital expenditures (capex) pick up...
Global Gets Going | Weekly Market Commentary | February 10, 2020

Global Gets Going | Weekly Market Commentary | February 10, 2020

Stocks in developed markets outside the United States have underperformed those in the United States almost without interruption for the last decade. While the long-lasting U.S. stock market dominance has us understandably cautious, we are warming up to international...