We have stated many times that the stock market as a whole is overvalued. This month’s issue of “On The Mark” looks at the S&P 500 and explores some important distinctions in regard to valuations, showing that not all stocks are so overvalued and that there is a hidden risk in this index of which investors should be aware.
[Read more…]Central Banks Take Center Stage
Today I would like to share with you the fourth quarter market update from David Gibbons, Chief Investment Officer of AssetMark Inc. Though a bit long, it is a good synopsis of the fourth quarter and gives some important insight on what may lie ahead for the economy and the markets.
[Read more…]Fast Growth Continues, But Slower in December
Three Market Surprises in 2021
As 2021 wraps up this week and we anticipate 2022, today we look back on some market surprises for the year in this month’s issue of “On The Mark”…
[Read more…]Merry Christmas!!
Fed Turning To Inflation Fighting
November Employment Report, Discouraging Or Encouraging?
On Friday the November job’s report was released, and many pundits looked at this report as a negative report, since there were less jobs created than expected. However, as a recent article from JP Morgan, one of the Portfolio Strategists we utilize for client accounts, explains that looking deeper at the numbers could tell a different story…
[Read more…]Growth, Jobs, And A Stock Market Decline
Happy Thanksgiving!
Oil and Inflation
This year we have seen inflation higher than it has been in 30 years. As I talk with clients, many think the high price of oil is the major driver of inflation. And there are concerns that the current administration’s energy policy is likely to make oil prices, and hence higher inflation, stay around for a number of years.
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