Current Commentary

/Current Commentary
Current Commentary 2018-07-02T10:43:19-07:00

Market Update August 20, 2021

Market Update August 20, 2021 Despite a wave of bad news, especially headline risk for leading Technology giants like Google, Facebook and Amazon, the broader indexes have managed to advance to record highs.  Let’s summarize a few of the worries: Reduced stimulus by the Fed: Recalling the bond market swoon in 2013 (AKA “Taper Tantrum”),  when Ben Bernanke’s Fed sought [...]

By | August 23rd, 2021|Financial Commentary - Public|

Quarter end Report March 31, 2021

Quarter end Report March 31, 2021 The first  quarter of 2021 saw a decided turn from a “pandemic mentality” to re-opening euphoria. Elders  in most states were told they were first in line for one of the two approved Covid-19 vaccines but  found frustration in trying to get access. Thankfully, by mid-February, it became clear that cases and deaths from [...]

By | April 13th, 2021|Financial Commentary - Public|

Portfolio Update 3/6/21

Portfolio Update March 6, 2021 Over the last few trading sessions, I advised exiting or reducing four profitable holdings found in “Active” client accounts. These were Equinix (EQIX), American Tower (AMT), Zoetis (ZTS) and Adobe (ADBE). These are companies in relatively unrelated industries,  with attractive fundamentals for the long term. The selloff appears puzzling:  with optimism around plummeting cases of [...]

By | March 12th, 2021|Financial Commentary - Public|

Wondering How It Happened?

Most of us share disgust at the events in DC this week even if we do not always agree on things political, economic or whatever. I recently read a book called "Like War" that illustrates how those who win the virality war on the internet tend to dominate real world events. There are foreign actors who now have a powerful [...]

By | January 12th, 2021|Financial Commentary - Public|