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July 27, 2020 – Weekly Insights

Update on Earnings Season The S&P fell -0.28% last week, while the NASDAQ bounced off all-time highs and fell -1.33%. Year-to-date, the NASDAQ is up 15% and the S&P is down less than -1%. Earnings season continues to reveal terrible results due to the impact of the virus, as expectations on S&P 500 earnings indicated […]

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July 20, 2020 – Weekly Insights

Whistling Past the Graveyard (Part 2) We are currently living through not one, but two major experiments that have no precedent or road map for success in our lifetime. The first experiment is the global pandemic as we are tasked with protecting ourselves and loved ones from a terrible virus while, at the same time, […]

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July 13th, 2020-Weekly Insights

Whistling Past the Graveyard – Gregory J. Hahn, CFA The phrase “Whistling Past the Graveyard” describes the tenuous uncertainty that accompanies ignoring growing negative circumstances which could ultimately culminate in terribly bad outcomes. As we measure the euphoric response from the stock market to monetary stimulus and hope for a vaccine, we contrast the elevated […]

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July 7, 2020 – Weekly Insights

The first half of 2020 was one of the most tumultuous periods in economic history. A global pandemic ripped through the planet, shutting down parts of the economy and causing a swoon in stock prices not seen since the 2008 Financial Crisis. Central banks around the globe stepped in to provide monetary stimulus, which has […]

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