Today we present another installment of our COVID-19 client communications. To date our communications have been focused on the pandemic, cases in the U.S. and across the world, and the devastating effects on the global economy and investment markets. In this note we will focus on the current virus status and the outlook for a
We present you with another of our market-related emails, during this COVID-19 crisis. This past week hasn’t been quite as dramatic as previous weeks, but enough so to justify another communication. The S&P 500 hit its current cycle low on Monday, March 23 at a level about -35% lower than the previous all-time peak hit
Significant Volatility in the Markets Well, I’m back with another market-related email. We have continued to see significant volatility in the markets, and we’ve talked with many clients over this time. The following are our most recent thoughts about the markets, COVID-19 and how this entire situation seems to be playing out. Not unlike our
Our Views of the COVID-19 Impact Please recall the note we sent out a couple of weeks ago. At the time we wanted to review our thoughts on the market declines associated with the coronavirus disease 2019, a.k.a COVID-19. Since then our views have changed slightly in two important areas; 1) the market impact is
I think the last time I sent out a client market note was in October 2018, during that 4th quarter market meltdown we experienced. At the time I suggested markets were over-reacting to negative sentiment, that the underlying economy was still strong, and that I expected a six to nine-month recovery. The actual recovery took
