Q3 2019: A Recession Is Coming, A Recession Is Coming…What Exactly Does This Mean For Investments
The month of August continued the flat theme that we chronicled in our last newsletter. While there was plenty of volatility, driving...
top of page
Newsletter Archive
Marcus Crawshaw
- Aug 7, 2019
- 3 min
Q3 2019: Over Past Twelve Months, The Financial News (Or Noise) Has Been Deafening… Does It Matter
Benjamin Graham, the father of value investing, used to say that in the short run, the stock market is like a voting machine, tallying up...
Marcus Crawshaw
- Jan 9, 2019
- 2 min
Q1 2019: The Recent Stock Market Rollercoaster… No Place For Market Timing
One month into the year and the stock market has pivoted dramatically from where it was trending in the last quarter of 2018. On...
Marcus Crawshaw
- Jan 6, 2019
- 3 min
EOY 2018: The Year Volatility Returned
Remember the “World’s Ugliest Dog Contest”? Well, the 4th quarter of 2018 reminds us of the winner. It was the culmination of a year that...
Marcus Crawshaw
- Dec 9, 2018
- 2 min
Q4 2018: A Trip Down Memory Lane As The “Real Stock Market” Returns
Through the end of February, the stock market (as measured by the S&P 500 Index) is up 11.50% year to date. This is not surprising...
Marcus Crawshaw
- Jun 1, 2018
- 2 min
First Half of 2018 Recap: Is It Activity For Activity’s Sake… Or Is There Something To This
Six months into the year, the stock market (as measured by the S&P 500 Index) is slightly above where it began the year. Officially, the...
Marcus Crawshaw
- May 27, 2018
- 2 min
Q2 2018: Should We Really “Sell In May & Go Away?”
The world of investing is full of phrases that some participants live by while others scoff at. On the one hand, Wall Street (the place...
Marcus Crawshaw
- May 16, 2018
- 2 min
Q2 2018: Calling Stock Market Tops: The Pundits Vs. The S&P 500 Index
At any given time, a consistent question of financial professionals is: What do you think the “market” is going to do? After nearly a...
Marcus Crawshaw
- Apr 21, 2018
- 2 min
Q1 2018: The Opportunity Of Earnings Season
The month of April has brought a collective thud for the stock market investor. Overall the S&P 500 Index finished positive for the...
Marcus Crawshaw
- Mar 31, 2018
- 2 min
EOY 2017: The Difference A Year Makes
As we noted in our February newsletter, our old friend volatility has returned to the stock market. Look no further than our first chart...
Marcus Crawshaw
- Mar 9, 2018
- 3 min
Q1 2018: Made In China No More… Should We Care This Much About Tariffs
Ever since our President has begun reworking our Country’s trade agreements with our major trade partners, tariffs have taken center...
Marcus Crawshaw
- Feb 9, 2018
- 2 min
Q1 2018: Is the (Nearly) Free Money Era Over?
Nearly six weeks into the New Year, the question on most investors’ minds is: “What the heck happened to my stock market that essentially...
Marcus Crawshaw
- Feb 9, 2018
- 2 min
Q1 2018: A Down Month! Look Out Below... Or Not!
February marked the first down month (-3.89%) since March of last year. And the drop of .04% in that month was so minuscule you had to...
Marcus Crawshaw
- Dec 31, 2017
- 7 min
2017 End Of Year Client Letter
AN INVESTING REFRESHER There is always a bit of excitement in the investment community when it comes to thinking about what the new...
bottom of page