by Matt Rust | Jan 29, 2020 | Commentary
With the beginning of the Senate impeachment trial and the recent breakout of the “Corona” virus, stocks have taken a breather from the strong rally that kicked off 2020. The recent sell-off did not take us by surprise. During the Clinton impeachment, stocks rallied...
by Matt Rust | Jan 13, 2020 | Commentary
With the broad stock market already up over 1.5% this year it seems clear the fear of investors that stocks would decline immediately following New Year’s, was misplaced. Keeping with our contrarian view that stocks would continue to rise after New Year’s, we remained...
by Matt Rust | Dec 31, 2019 | Commentary
With 2019 wrapping up we thought a few predictions might be in order. We do not want our predictions to simply appear as “wild guesses” or “fliers” just to illicit a response from clients. We see our responsibility to clients as one bound by a sacred trust. We are...
by Matt Rust | Dec 23, 2019 | Commentary
Since our last note to clients, the S&P 500 has rallied approximately 10%. In our last note to clients we suggested fresh all-time highs to be reached by stocks in the upcoming weeks. Indeed, that is what this rally has led to. Furthermore, we expected the Fed to...
by Matt Rust | Oct 14, 2019 | Commentary
Immediately following our last missive on September 9, stocks experienced a burst higher. While stocks missed hitting an all time high on September 12 by a mere 16 points, we continue to believe stocks will achieve fresh all-time highs in the weeks to come. The recent...
by Matt Rust | Sep 10, 2019 | Commentary
As August arrived, we told clients to expect volatility to increase but that there was little reason to “run for the hills” and sell everything. Our expectation was that there would be a slight downward bias in stock prices along with the volatility but no dramatic...
