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“Don’t Just Do Something, Stand There” -Dwight Eisenhower

Back in 1987, right after the infamous “Black Monday” decline (which took the Dow Jones Industrial Average down by 22.6%), the cover of Barron’s featured a suitcase with two frightened eyes of a panicked investor peeking out of its dark recesses and an arm reaching out waving a white flag of surrender. Selling immediately after Black Monday would have been a mistake and buying immediately after would not have yielded any long-term value. The right decision was to “Stand There” and collect the necessary information and make an informed decision.

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Is This Market Ludicrous? Market Insights for Week Ending Feb 14, 2020

The dominance of a handful of the largest companies in the market, as measured by the S&P 500, is dramatic. Scott Minerd, Guggenheim Partners CIO, said last week, “I have never in my career seen anything as crazy as what’s going on right now. We are in ludicrous season.” Some might say these comments are a little over the top, but just look at one of the extreme situations that Scott is referencing.

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“Don’t Fight The Fed” | Market Insights for Week Ending Nov 15, 2019

Of all the one-line investment mantras investors have followed over the years, none would have made you more money than the little ditty in the title. As I have described it to clients before, the Fed is essentially an organization with unlimited funds to influence markets and doesn’t care if they make money. Their expressed purpose is to strategically inject liquidity into the financial system with the hopes of facilitating economic growth. Another term to describe this activity is “Quantitative Easing” (QE). Since the Great Financial Crisis, there have been 3 “official” rounds of QE and a slight variation termed Operation Twist. Most would consider these programs a success, but not necessarily for their stated goals of accelerating economic growth. The stock market has been the biggest winner since the first round of QE was introduced in December 2008. During that same time, both GDP growth and inflation have held steady near 2%. This gap in growth rates has led many analysts to the conclusion that QE is the ultimate stock market steroid.

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Relativity | Market Insights for Week Ending Nov 1, 2019

Some of you may be familiar with the work of M.C. Escher and his ability to make stairs do seemingly impossible things. One of his most popular pieces, Relativity, depicts three distinct staircases forming a triangle. However, this triangular formation runs into trouble towards the top of the work, as the staircase seems to bend the laws of gravity and forces the brain to do a little extra work in processing what exactly is going on. I would encourage you to take a look for yourself.

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