Category: Sleeve Management
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Monthly Economic Update
THE MONTH IN BRIEF The Federal Reserve altered its outlook on interest rates in March, and the stock and bond markets certainly took notice. Both the Fed and the European Central Bank communicated that they saw economic growth moderating. Even so, the S&P 500 managed to advance 1.79% for the month. Trade talks continued between…
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Mortgage rates drop, new retirement bills, Brexit (again)
In this week’s Steady Investor, we look at Saudi Armaco’s eye-popping profit, declining mortgage rates and the latest updates on Brexit. Read on to get the details: Attention Future Homebuyers! Mortgage Rates on the Decline – Lower long-term interest rates have been setting off alarms for many market watchers and analysts, in that it signals…
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Stock Commentary
We share regular “stock commentaries” with investors and innovation enthusiasts on stocks that have experienced significant up or downturns in the market over the course of one week (up or down more than 15% in one day). We hope you enjoy today’s commentary. Grayscale Bitcoin Investment Trust (GBTC) Grayscale Bitcoin Investment Trust (GBTC), a trust tracking…
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Where are the women?
Rakhi Kumar- Head of ESG Investments and Asset Stewardship In honor of International Woman’s Day, State Street Global Advisors Head of ESG Investments and Asset Stewardship Rakhi Kumar addressed the Organization for Economic Co-operation and Development in Paris, and called on companies to disclose gender data across their entire businesses to build more diverse leadership…
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The key factor for stocks in 2019 April 1st, 2019
April 1st, 2019 | Mitch on the Markets, Private Client Group Reviewing a timeline of the Federal Reserve’s statements and actions – and comparing them to equity market action – makes it pretty clear to me that the Fed is the single most important factor for stocks in 2019. Long-time readers know that for Zacks…
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Highmore Update
We anticipate the second tranche of Opportunity Zone guidance from Treasury will be issued very soon, and we will immediately circulate a summary for your review as the deadline for the reinvestment of 2018 capital gains, in part or whole, draws near for many. In the interim, please find updated materials for Highmore’s Opportunity Zone…
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Treasury yields decline over global growth concerns
Highlights Preferred securities, investment grade corporates and high yield corporates outperformed similar-duration Treasuries. The municipal market closed higher, supported by outsized new issue supply. Investment grade corporates outperformed all other taxable fixed income sectors. U.S. Treasury yields declined across the curve last week, led by 30- year maturities. The drop was due in part to…
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Google Applies Deep Learning to Robotics
Follow Sam on Twitter @skorusARK For the first time since it sold Boston Dynamics to Softbank in June of 2017, Google resurfaced in the robotics space with a blog that focused on software as opposed to hardware. Specifically, it has trained TossingBot with deep learning to pick up various items and throw them into designated bins at near…
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No Free Lunch
The global equity markets provide the closest thing we have to a free lunch. With little effort, they provide individuals with the means of growing their money over time and above the rate of inflation, thereby providing a savings method that not only preserves purchasing power but increases it. However, your mom was right when…
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CAUTIOUS ON EMERGING MARKETS UNTIL FUNDAMENTALS PICK UP
Emerging markets (EMs) have had a better start to the year following a dismal 2018 marred by the US-China trade dispute, a stronger US dollar, a hiking Federal Reserve (Fed) and slower growth exacerbated by deleveraging. However, it remains to be seen whether the factors behind the rebound are transitory or herald the start of…
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Earnings Pendulum Expected to Swing Higher
by Bryan Perry It is no secret that first-quarter earnings are going to fall a fair amount from year-ago-comparisons as well as sequentially from the fourth quarter of 2018. The latest data from FactSet predicts an earnings decline of -3.6% for the S&P, marking the first year-over-year decline since 2016. That would also mark a…
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HOMEBUILDERS ARE WORTH WATCHING
Strong economic fundamentals have allowed homebuilders to maintain decent growth and outperform the broad market. Key Takeaways Strong economic fundamentals and a lack of new housing supply suggest the housing market is well-positioned to continue slowly grinding higher. Recent low valuations for homebuilders may offer an attractive entry point. We expect homebuilders with solid operations…