by John Diaz | Jun 6, 2019 | Investment Strategies, Market + Economic Perspectives
Tariff Turmoil The US and China trade rhetoric ramped up in May and the equity markets responded with sharp declines from the all-time highs they reached in April. Investors were hoping for a peaceful resolution to the trade dispute and they were sorely disappointed....
by John Diaz | Jan 24, 2019 | Market + Economic Perspectives
The equity markets peaked on September 20, 2018, when the S&P 500 Index reached 2,930. From that point forward, worries and panic selling set in for the remainder of the year and investors were greeted with extreme volatility and an almost 20% pullback. The...
by John Diaz | Dec 23, 2018 | Investment Strategies, Market + Economic Perspectives
As of yesterday’s market close, the S&P 500 is at a 15-month low, with 60% of its stocks in what is considered, “bear market” territory (down 20% or more) and 9 of 11 industry sectors now trading at what is considered “correction” levels (down 10% or more). I’m...
by John Diaz | Oct 5, 2018 | Investment Strategies, Market + Economic Perspectives, Personal Finance
As we enter the 4th quarter, the US equity markets are close to their recent all-time highs. Meanwhile, on the fixed income side, the bond market has been selling off, causing interest rates to spike up to levels not seen in several years. The rise in interest rates...
by John Diaz | Aug 3, 2018 | Investment Strategies, Market + Economic Perspectives, Personal Finance
As we enter August, we hope you and your family are enjoying a peaceful, relaxing, and happy Summer. Normally, this time of year is the slow season for the markets, but as we have embarked on the second half of 2018, it appears that a new narrative has emerged....
