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Michael Halloran May 26, 2020
In lieu of our usual Weekly Bulletin, we are publishing special reports to discuss the market reaction to evolving news on the coronavirus outbreak. We would stress the following observations as developments continue to unfold.
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Michael Halloran May 18, 2020
In lieu of our usual Weekly Bulletin, we are publishing special reports to discuss the market reaction to evolving news on the coronavirus outbreak. We would stress the following observations as developments continue to unfold.
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Michael Halloran May 11, 2020
In lieu of our usual Weekly Bulletin, we are publishing special reports to discuss the market reaction to evolving news on the coronavirus outbreak. We would stress the following observations as developments continue to unfold.
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Michael Halloran May 8, 2020
President Trump and Congressional Democrats have always agreed on the need for infrastructure investment.
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Gregory M. Drahuschak May 7, 2020
In recent years, graduating college seniors looking to continue their education in a professional field often face a so-called “gap year,” as immediate admission to a graduate school often is not possible.
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Michael Halloran May 5, 2020
In lieu of our usual Weekly Bulletin, we are publishing special reports to discuss the market reaction to evolving news on the coronavirus outbreak. We would stress the following observations as developments continue to unfold.
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Guy LeBas April 29, 2020
In March, the Federal Reserve Open Market Committee cut overnight interest rates back to the zero lower bound, embarked on a massive QE program, and re-launched (and subsequently doubled down on) financial crisis-era lending programs.
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Michael Halloran April 27, 2020
In lieu of our usual Weekly Bulletin, we are publishing special reports to discuss the market reaction to evolving news on the coronavirus outbreak. We would stress the following observations as developments continue to unfold.
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Gregory M. Drahuschak April 23, 2020
It appears likely that the U.S. economy faces a recession. For many Americans, the more important issue is how long it might last and how deep it could be.
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Mark Luschini April 22, 2020
As the federal government releases protocols to guide the country’s reboot, and states have begun to reopen, or establish near-term timelines for reopening, it is no longer premature to think about what the economic recovery might look like.
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Guy LeBas April 21, 2020
The COVID-19 crisis impacted municipal bonds more starkly and surprisingly than many other fixed income sectors.
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Michael Halloran April 20, 2020
In lieu of our usual Weekly Bulletin, we are publishing special reports to discuss the market reaction to evolving news on the coronavirus outbreak. We would stress the following observations as developments continue to unfold.
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Gregory M. Drahuschak April 17, 2020
The broad-based drop in the equity market off the February 19, 2020, high and the resulting decline in most portfolio values easily could be blamed solely on the virus and its massive economic impact. Investors, however, need to consider whether the overall market drop alone deteriorated their portfolios.
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Michael Halloran April 13, 2020
In lieu of our usual Weekly Bulletin, we are publishing special reports to discuss the market reaction to evolving news on the coronavirus outbreak. We would stress the following observations as developments continue to unfold.
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Michael Halloran April 6, 2020
In lieu of our usual Weekly Bulletin, we are publishing special reports to discuss the market reaction to evolving news on the coronavirus outbreak. We would stress the following points as developments continue to unfold.
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Paul Knight April 6, 2020
As of April 2, the American Clinical Lab Association (ACLA) indicated that group members have performed 1,093,000 tests compared to a cumulative total of 27,000 on March 17.
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Dan Wantrobski April 3, 2020
In light of the historical declines and technical conditions generated by financial markets over the last few weeks, we took another look at some of the more significant correction cycles and crashes in the stock market’s long history, aligning our current glide path against these periods to uncover possible, not necessarily probable, outcomes going forward. This exercise is not meant to make exacting comparisons or predictions, but to learn from past cycles about what the markets might be capable of in the months ahead.
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Gregory M. Drahuschak April 3, 2020
The recent drop in stock prices has captured the attention of most investors. In a seemingly unrelated issue, a massive oversupply problem created a waterfall-like drop in the price of oil. It might appear that the performance of the S&P 500 and WTI is only coincidental, but history suggests otherwise.
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Michael Halloran April 2, 2020
A fundamental tenant of equity income investing is the sustainability of the dividend. A firm must generate sustainable earnings in order to pay a sustainable dividend. Often, a high dividend yield may look very enticing when actually it’s a sign that earnings, and consequently, dividends are about to be cut. This high yield distress signal occurs when the firm’s economic fundamentals are deteriorating.
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Michael Halloran March 31, 2020
In lieu of our usual Weekly Bulletin, we are publishing special reports to discuss the market reaction to evolving news on the coronavirus outbreak. We would stress the following points as developments continue to unfold.