by Chat Reynders | Nov 25, 2019 | Commentary, Newsletters
Ninety percent of disappointment is expectation. The election of Donald Trump in 2016 and the promise of reduced regulation, more business-friendly policies, and tax reform sparked extraordinary expectations for economic growth in the United States. From the week...
by Chat Reynders | Apr 16, 2019 | Commentary, Newsletters
Over the last few years, we have been describing the hyperactive U.S. equity market as the adolescent in the room – and characterizing the seemingly immoveable U.S. Treasury market as the grownup. After a 2016 U.S. election that promised tax cuts and reduced...
by Chat Reynders | Oct 17, 2018 | Newsletters
The Standard & Poor’s 500 Index (S&P) is on a tear. A careful analysis of a couple of the economic factors that have supported recent U.S. outperformance provides a reasonable argument that long-term investors might do well to consider rebalancing portfolios...
by Chat Reynders | Apr 16, 2018 | Newsletters
Analysts and participants may have gotten ahead of themselves as the market rocketed forward in the last quarter of 2017 and the early weeks of 2018. In hindsight, their optimism is understandable. This is especially true given the increasingly synchronized growth in...
by Chat Reynders | Oct 30, 2017 | Newsletters
Much of this year’s boom in global equity markets seems to have been fueled by the notion that promises of reduced regulation, lower taxes, and increased infrastructure spending in the United States will become reality — driving more growth in the...
