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By Randall Coleman CFA This week marks a year since pandemic lockdown altered our lives forever. To say it has been a strange year would be a gross understatement. It has been extraordinarily strange. Everything changed. Work, travel, living arrangements, simple trips to the store, doctor visits, movies, coffee shops, football games, baseball games, birthday parties,...
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More “stimmy” on the way Folks, before I begin, I just want everyone to know that “stimmy” is a real word that is being used to refer to people’s stimulus checks. I will use it in a sentence that I overheard this weekend at Wegmans Grocery Store. “I wonder when the stimmy will hit my...
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I don’t know who needs to hear this, but …….. Stocks don’t always go up. I can’t believe I need to be saying this, especially since we either experienced 2008/2009 first hand with our own portfolios and wallets, or we watched what it did to our parent’s portfolios and wallets. Watching the madness in the...
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By JoAnne Feeney Portfolio Manager Many investors benefitted last year from the sharp appreciation in stocks of popular work-from-home companies represented by the FANG stocks (FB, AMZN, NFLX, GOOG), while those looking for income were left behind. This year is off to a very different start as last week’s gyrations made clear, and rightly so....
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By Charles Lieberman Chief Investment Officer Monetary policy remains highly accommodative, as unemployment is still high in the aftermath of a sharp, deep recession, while inflation remains below the Fed’s 2% plus objective.  Many people fear that the Fed’s injection of trillions in liquidity will cause inflation to surge.  We do not see rising inflation...
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Like Sumo Wrestling, The Bigger You Are the More You Move the Needle I write these Monday Market Updates to provide real news, without the noise, and more importantly, to educate. Each week we will look at different jargon or alphabet soup acronyms, and other subjects in finance that are confusing and overwhelming. Last week...
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by David Ruff CFA, Global Portfolio Manager Europe receives relatively little attention in the 2020 manic global equity markets led by the major markets of China and the U.S..  Ranking last of the big three regional powers in year-to-date equity performance is not an uncommon position for Europe.  In dollar terms, the pan-European STOXX 600 Index...
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by Kevin Kern Founding Partner Going through life searching for happiness can certainly bring some disappointment.  But going through life searching for meaning and purpose can bring serenity.  This can also be true with investing.  The purpose of your portfolio will determine the level of serenity you are having this year as the S&P 500 is...
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by Dr. JoAnne Feeney The market has been behaving like Dr. Jekyll and Mr. Hyde over the past month, bouncing between good and bad news. Which personality will arrive this week? The extent of uncertainty applies to this year’s earnings, but also 2021 and 2022. As we’ve noted before, we are in a strange situation where...
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by Dr. Charles Lieberman The surge in Covid 19 cases unnerved investors this past week, which is understandable. People did get complacent as various states reopened, particularly those that hadn’t been hit hard when the pandemic first arrived in the U.S. So, infections spiked notably in places that hadn’t previously been subjected to large numbers of...
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