Earnings Are All About 2020 | Weekly Market Commentary | January 20, 2020
Earnings growth was largely absent in 2019, but we expect it to pick up in 2020.
Stocks Rise On Trade, Earnings News | Weekly Market Performance | January 17, 2020
U.S. stocks rose again this week to fresh record highs, powering the S & P 500 Index to its 13th weekly gain out of the last 15 weeks.
Portfolio Compass | January 15, 2019
With stocks at our year-end fair value target, the magnitude of a potential stock market advance in 2020 may be limited.
Market Insight Quarterly | Fourth Quarter 2019
Third-quarter data showed the U.S. economy grew at an average pace for the economic expansion, with signs of weakening in manufacturing.
Assessing Geopolitical Risk | Weekly Market Commentary | January 13, 2020
We discuss what the conflict with the Middle East might mean for stocks and assess ongoing risks.
Market Insight Monthly | December 31, 2019
The U.S. economy wrapped up 2019 with a batch of generally promising data as U.S-China trade tensions died down.
More Gains Despite Mideast Conflick | Weekly Market Performance | January 10, 2020
U.S. stocks weathered the Mideast conflict with the S & P 500 Index posting its 12th weekly gain out of the last 14 weeks.
Lessons From The Past Decade | Weekly Market Commentary | January 6, 2020
2019 delivered a strong market performance, but we think additional market gains may be possible in 2020.
Closing The Books On 2019 | Weekly Market Performance | January 3, 2020
U.S. stocks ended a volatile, holiday-shortened week little changed, capping off a very strong 2019 in which the S & P 500 Index returned more than 31%.
Client Letter | 2019 2020 Gains on 2019 | January 2020
2019 delivered a strong market performance, but we think additional market gains may be possible in 2020.
