Rates have been moving higher – for everything and everywhere. Where will they go from here? Not to be flippant, but it depends. From an empirical standpoint, the Fed is clearly “behind the curve” – meaning they have been late to the inflation fighting process. To be fair, there are some “transitory” contributors to inflation, …
Interest Rates: Where Are We In The Big Picture? Read More »
The Price to Earnings (P/E) ratio is a great tool to contextualize overarching trends in the stock market—including current strength, expected strength (or weakness), and vulnerability to shock. The P/E ratio is found in many forms. Trailing, Forward, Cyclically Adjusted, Discounted, Operating, Actual. They all move over time and the value of each requires an …
What The Forward P/E Ratio Can Tell Us About Stock Market Risk Today Read More »
Not all FAANGM stocks are created equal—a truth made apparent by Netflix’s recent stock price plunge following its earnings report. We all know the “FANG” stocks. They dominate the Nasdaq 100 index and are sometimes isolated into an index of their own. And known for high growth and as stay-at-home beneficiaries, the stock prices have …
Uncertainty in the investment world can be defined in many ways. You can look at standard deviation trends, the VIX, media headlines and pundit warnings, economic indicators, and even consumer sentiment ratings. Or a more readily available indicator – questions from your clients. There’s little doubt that we are currently managing through uncertain times. And …
4 Talking Points to Soothe Shaky Investors in Uncertain Markets Read More »
What happened to the right side of the “V”? Since the dawn of the pandemic-induced economic shutdown, we’ve heard about and hoped for a sharp and steadfast recovery. The pain was supposed to be short lived—a brief, yet steep economic decline followed by an equally swift rebound. While the recovery was in fact the fastest …
Economic Conditions Seem to Be Deteriorating – What It Means For Advisors and Investors Read More »
What’s going on in the market today, and how might your business, your portfolios, and your clients be impacted? The Market Extract aims to provide a condensed, clear, and highly relevant view, with insights from Advanced Asset Management Advisors’ investment committee to you. The Fed has spoken. On June 16th, the Chairman alluded to talks …
Market Extract: Taper Talk, Cash Balance, and Growth vs. Value Read More »
What’s going on in the market today, and how might your business, your portfolios, and your clients be impacted? The Market Extract aims to provide a condensed, clear, and highly relevant view, with insights from Advanced Asset Management Advisors’ investment committee to you. The stock market was mixed last week. The S&P 500 index gained …
Market Extract: 10 Year Treasury Yields, CPI, and Historical Inflation Read More »
What’s going on in the market today, and how might your business, your portfolios, and your clients be impacted? The Market Extract aims to provide a condensed, clear, and highly relevant view, with insights from Advanced Asset Management Advisors’ investment committee to you. Equity markets posted small gains last week as Friday’s market recovered earlier …
Market Extract: Jobs Miss, Fed Tapering, Small Cap Equity Trends Read More »
What’s going on in the market today, and how might your business, your portfolios, and your clients be impacted? The Market Extract aims to provide a condensed, clear, and highly relevant view, with insights from Advanced Asset Management Advisors’ investment committee to you. Last week saw equity market gains (S&P 500 +1.16%) with firm bond …
Market Extract: Equity Gains, Inflation, Sensationalized GDP Read More »