May
04
In March 2009, US unemployment rate was around 10%, the global credit markets were completely frozen, high yield bond defaults were around 11% of the HY market (record default ratio), and the S&P500 stood at approximately 666 in early March 2009. Sentiment then was EXTREMELY bearish as measured by the AAII...
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May
04
We are entering the busiest days of 1Q reporting season for companies in the S&P 500 index. While only 212 companies have reported results over the last couple of weeks, another 228 will report before the end of next week, reaching a total of 88% of the S&P 500 index’s...
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May
03
Heather Rhoades is Chairman of Cummings & Lockwood's Private Clients Group and is Partner in Charge of the West Hartford office. She practices in the areas of estate planning, estate settlement, trust administration and charitable planning. I really love kind of the collaborative approach in general...I find that really the...
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Apr
26
At the beginning of April, the 10-2 year yield curve briefly inverted, creating widespread hysteria in the financial media. However, despite what you may have been hearing or reading, an inversion of the 10-2-year yield curve does not necessarily mean that a recession is imminent. Historically, a 10-2-year yield curve...
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Apr
20
Market Last week’s AAII Bull/Bear reading of just 15.8 was the LOWEST reading since 1992. Bears greatly outnumber Bulls. A lower reading than the darkest days of 2008-2009. Lower than when we got hit by COVID in March 2020. You can’t find a bull these days with a flashlight and a compass. ...
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Apr
12
Earnings reporting season for Q1 2022 is about to kick off. As usual, the first week will be dominated by financial heavyweights such as J.P. Morgan, Bank of America, Wells Fargo, and the likes, which will give us a first taste of how corporate America fared during this tumultuous quarter....
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Apr
07
Markets haven’t experienced higher inflation and higher yields in a really long time, but that’s the world we find ourselves in right now. The Fed and the Market seemed to be on the same page leading up to last December. Both saw rising/persistent inflation and both agreed on the need for...
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Apr
05
The NDR Crowd Sentiment poll below measures market based and survey-based sentiment indicators to gauge if investors are optimistic or pessimistic. As mentioned, a few times over the last month investor sentiment was very pessimistic which is usually a great indicator of strong future returns. Especially if investors are pessimistic...
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Apr
05
In this episode we are joined by Bill Loehning of Thornburg Investment Management who shares his experiences working with both wirehouses and independent advisors and things he has learned that may be helpful to registered investment advisors. William (Bill) Loehning is head of institutional advisor channel, focusing on registered investment...
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Apr
01
For nearly 40 years, Jeff Levine has been more than an accountant to his clients. Jeff and his partner built a robust firm that provides much more than just tax return preparation. In this episode, you will learn how Jeff became a 'financial therapist" and how this unique approach of...
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