Market Commentary2019-03-27T11:53:03-08:00

MARKET COMMENTARY

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The Trade War is Not (Yet) Over

Time to read: 7 minutes | The first half of May has been a rude awakening for investors as the U.S./China trade conflict has unexpectedly escalated. This escalation started with a weekend tweet by President Trump, followed by increased tariffs on Chinese imports that range from 10% to 25%. The response

Q1 2019 Webinar Recap

Time to read: 3 minutes |  After moving to an underweight position in equities for the first time since 2009, we are shifting our focus on what is next for the markets in 2019 and our portfolios. While our indicators deteriorated during the second half of 2018, our portfolios

Still Underweight… For Now

Time to read: 5 minutes | While capital markets have advanced off of the late December lows, few of our objective market measures indicate that the bottoming process is complete. The list of potential sources for further market gyrations is long—including slowing global economic growth, monetary and trade policy errors, investor

2019 Market Outlook Webinar Recap

Time to read: 3 minutes |  After moving to an underweight position in equities for the first time since 2009, we are shifting our focus on what is next for the markets in 2019 and our portfolios. While our indicators deteriorated during the second half of 2018, our portfolios

The US Stock Market Could Worsen

Time to read: 6 minutes | Smartest game plan: review the stock weightings in your portfolio. While global stocks have been down since January, U.S. stocks dropped 10% or more in October. As corrections can turn into steep drops (bear markets), consider reducing your stock allocation. As investors retest the

Q3 2018 Webinar Recap

Time to read: 3 minutes |  After a move back to benchmark weighting in equities for the first time in nearly 3 years, we are shifting our focus on what is next for our portfolios. While our indicators are giving mixed signals as to what the next allocation shift will

Cutting Equities to Benchmark Weight

Time to read: 4 minutes | This week we trimmed equity holdings on all of our portfolios.  Since early 2016, Brown Wealth Management accounts have owned equities in excess of their respective benchmarks.  This bullish stance has corresponded with a period of strong stock market performance.  Our changes this week reduced

Q1 Webinar Recap

Time to read: 3 minutes | After a record-breaking year for equity markets in 2017, volatility returned to the markets during the first quarter of 2018. While our portfolios have remained overweight equities through the recent volatility, we believe our portfolios are still well positioned based on our indicators. Here are

Overdue Correction Finally Arrives

Time to read: 4 minutes |  This week, we drafted our latest report titled Irrational Exuberance, in which we reinforced our belief that equity markets were due for at least a 5% pullback.  Before the report was approved for release, that market correction was realized in short order.  See our

2018 Market Outlook Webinar Recap

Time to read: 3 minutes |  After a record-breaking year in 2017, equity markets continue to reach all-time highs and the US economy continues to show little threat of a recession.  Because of this, our portfolios remain overweight equities – primarily US large cap and diversified international companies. Here are