Commentary and Perspectives

Read SFE’s latest quarterly commentaries here, as well as articles, reports and studies that we find insightful, timely and relevant. We hope that you will, too.

 

To receive these posts in real-time, follow us today!

Read SFE’s latest quarterly commentaries here, as well as articles, reports and studies that we find insightful, timely and relevant. We hope that you will, too.

 

To receive these posts in real-time, follow us today!

The past quarter saw substantial improvements in the underlying domestic economy (GDP estimated up 25%) as well as equity returns (S&P 500 up 8%). Consensus expectations suggest continued positive…

The past quarter has been bittersweet. The Covid-19 virus exceeded almost everyone’s worst expectations with global cases now at 10 million and the number of deaths above 500,000. For much of the quarter investors were somewhat dumbfounded as the economy obviously declined significantly while asset prices rose strongly with the S&P up 21%…

The global response to slow Covid-19 has temporarily impacted the underlying economies which support us all. To counter that impact, our government has taken substantial actions to support our economy, including both the $2 trillion fiscal stimulus package as well as…

The coronavirus poses risks that are largely unprecedented.  Reliable information about its scope and duration is hard to come by; making predictions is beyond our expertise.  All we can do in that regard is urge all of our readers to take appropriate precautions – be careful out there!  But we can and should let you know what we think of its economic and market consequences.

The spreading coronavirus has created uncertainty and anxiety for many people in their daily lives. This is a normal reaction and we can only offer what the medical professionals have been saying… However, the economic and market impact of the coronavirus is an area we feel we can offer expertise.

By now everyone is aware of the strong market returns in 2019; less appreciated is that much of the performance was simply getting back to…

Continuing their climb up a wall of worry, US equities rose 1.7% during Q3. Valuation multiples remain reasonable and we hope to see continued modest market appreciation…

After a very strong Q1 performance, equities continued to rise in Q2 with the S&P 500 up an additional 5%. This brings 2019 S&P 500 performance up above 18%! We believe…

Liz Ann Sonders, Schwab’s insightful chief investment officer, prefers to think about the economy in terms of “better or worse” instead of “good or bad.” In other words, expectations can be…

Identity theft may be one of the oldest techniques in the fraud book, but it remains prevalent, especially in a world where much more information is…

Liz Ann Sonders, Schwab’s insightful chief investment officer, prefers to think about the economy in terms of “better or worse” instead of “good or bad.” In other words, expectations can be…

As 2018 comes to a close, we’d like to reach out to you and acknowledge our shared frustration but to also offer encouragement for 2019. As much as we’d prefer the markets to act in an orderly, rational…

US economic activity, corporate earnings and domestic equity returns were all strong this past quarter. We expect these robust fundamentals to moderate some going forward but they should still…

In the same way consumers pushed organic farming into the mainstream, investors are bringing socially responsible investing front and center. Like shoppers reading…

After an up and down start to the year, equities reached mid-year with the S&P500 up roughly 2%. Yet, it has felt like a loss given all the negativity surrounding trade disputes, election investigations and other concerns…

After rising more than 8% in the first few weeks of January, the S&P 500 fell roughly 9% through the end of Q1 leaving the index down almost 1% year-to-date. What just happened?