Talking Heads
Posted by Brendan T. Conry on Mon, 06/06/2022 - 17:00
Market commentators are filling the airwaves with talk of interest Rate increases, Recession risk & Russia. The three RRR's you might say. Yes, these talking points are scary if you are a short-term short-term stock trader or have your portfolio run by computer-based momentum models. We prefer to keep our eye on the long-term earnings growth & the financial stability of the high-quality companies we invest in.
It Could Get Worse… Before it Gets Better!
Posted by Brendan T. Conry on Mon, 05/23/2022 - 17:00
It's tough to tell with any level of certainty when the market hits bottom and reverses course to the upside. With that in mind let's review the damage with YTD returns; S&P 500 Stock Index -13%, Nasdaq -21.2%, Small Cap -14.3%.
Dividends and Inflation
Posted by Brendan T. Conry on Mon, 04/11/2022 - 17:00
Inflation is everywhere you look these days - energy, food, housing, travel, cars, etc. The Federal Reserve has a challenge on its hands, getting 5%+ inflation under control. Over the next 6 months +/- we will know how successful they are.
Ukraine Market Volatility
Posted by Brendan T. Conry on Mon, 02/21/2022 - 17:00
The overnight events in Ukraine are very unsettling. From an investment perspective, we need to put in perspective the Russian attacks on an intermediate (2-3 years) & long-term (5+ years) effect on the U.S. economy. With low-interest rates even after the anticipated Fed rate increases and a very cash-heavy consumer that will create trend 3% +/- real GDP growth in 2022 & 2023. This leads to solid (7%+) profit growth for corporate America.