503-417-1950
Over the last several years, the US economy has benefited from low-priced money in so many ways. One of those is ready capital for start-up companies, which allowed those start-ups to sell products and services at a loss. Uber, DoorDash, … Continue reading
The stock market has declined over 10% due to fears over the economic impacts of Covid 19, aka the new coronavirus. While that number isn’t such a severe reaction – we were down 20% just as recently as the fourth … Continue reading
So one thing to remember is that we don’t have that many historical opportunities to study, as we try to answer this question. Incidents include SARS, Ebola, Zika, and bird flu. Each of these produced a temporary decline in stocks … Continue reading
It’s no secret that the stock market is unhappy about something – and that there are many things to be unhappy about. However, one item is dominant in our minds, though much less intuitive than trade problems, earnings issues, and … Continue reading
For years, we have observed that the vaunted Fed has, at serious inflection points, done nothing more than followed the market. The evidence we’ve collected shows our hunch is on the mark, and that the market generally ‘knows’ ahead of … Continue reading