September 5th, 2021

September Stock Markets

September Stock Markets As we all technically head back to business and some back to school, stock markets enter September at new highs.  But that could quickly change as new economic data shows slowing production and manufacturing.  As well, recent consumer data has also shown weak with spending slowing.  This may be in part due […]

July 27th, 2020

Q2 Earnings Season At Pivotal Inflection Point

Q2 Earnings Season At Pivotal Inflection Point This week sees the continuation of Q2 earnings season with a focus on DOW30 companies.  Big names like McDonald’s, Pfizer, Visa, Apple, Facebook, Amazon and Alphabet will show how they navigated the onset of COVID-19 lockdowns and what they see looking into the next 6-12 months.  Equally important […]

April 20th, 2020

Stock Markets At Inflection Point

Stock markets at inflection point after a strong rally off the lows around 2200 on the $SPX S&P500.  Equities have benefitted from the massive stimulus as the Fed has expanded its balance sheet to above $8 Trillion.  Significant risks remain for when businesses can reopen and citizens to be out in public amongst one another. […]