by Matt Rust | Jul 24, 2017 | Commentary
July 3, 2017 QUARTER IN REVIEW For the second time this year, the Federal Reserve raised its benchmark interest rate during the 2nd quarter. Additionally, the Fed announced plans to reduce the balance sheet it expanded in response to the Financial Crisis. Corporate...
by Matt Rust | May 9, 2017 | Commentary
Equity prices have been stagnate for several weeks lingering near all-time high levels. This sets the stage for any slight move higher in stock prices to bring about a “new all-time high”. So, in other words, the latest all-time high that is written into the headlines...
by Matt Rust | Apr 25, 2017 | Commentary
During the first quarter, equity prices continued their move higher following the presidential election. This was mostly in line with our expectations as we were almost fully invested through the end of the year. Our enthusiasm gave way to a sense of caution mid-way...
by Matt Rust | Feb 15, 2017 | Commentary
From the January swoon, to the BREXIT vote in June, to the surprising presidential election in November, stocks rode a wave of volatility with generally an upward bias in 2016. Now that 2016 is over, we would like to reflect on a few events that we believe will impact...
by Matt Rust | Nov 9, 2016 | Commentary
As we watched the results come in, we kept one eye on financial markets. What we took comfort from is that U.S. equity futures acted as we had expected them to under the prospect of a Trump victory. That is, futures pointed to stocks declining. At their low, futures...
by Matt Rust | Nov 9, 2016 | Commentary
While the election will (hopefully!) be over when the last polling station closes, it will only represent the beginning of the 4-year term of the next president. Whoever it is will be revered by a small percentage of the electorate, “hated” by another small percentage...
