by John Diaz | Apr 7, 2020 | Global Events, Market + Economic Perspectives
We hope you, your family and loved ones are healthy and safe during these unprecedented times. In an age of constant connectivity, no one would have imagined we’d be practicing social distancing and isolation. It’s also hard to imagine that it was only about a...
by John Diaz | Mar 3, 2020 | Global Events, In the News, Market + Economic Perspectives
U.S. markets rebounded strongly today with the biggest one day gain since 2009. The Dow Jones Industrial Average rose by +1,294.58 or 5.09% *, paring some of last week’s steep losses. With equity markets very oversold, today’s move was helped by hopes that...
by John Diaz | Feb 25, 2020 | In the News, Market + Economic Perspectives, Personal Finance
Market & Economic Outlook — Coronavirus Entering the New Year, our outlook for the global financial markets was relatively cautious, and it remains so today. We believe that given the extent of the strong rebound we had in 2019, with the S&P 500 up over 28%*,...
by John Diaz | Nov 18, 2019 | Investment Strategies, Market + Economic Perspectives, Personal Finance
Market & Economic Outlook As we look ahead to the closing months of 2019, we believe that many of the issues that created uncertainty and market volatility over the past year, continue to remain a concern. Regardless of these issues, the US stock market (as...
by John Diaz | Sep 9, 2019 | Investment Strategies, Market + Economic Perspectives, Personal Finance
What the “Yield Curve Inversion” suggests about the economy It’s been all over the news, the “yield curve” has inverted”, followed by “we are going into a recession….” Over the past few weeks, we’ve had many calls about the yield curve, so I’d like to begin this...
