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Market Outlooks
To paraphrase Yogi Berra, what can we observe by watching gold and copper?
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The late, great Yogi Berra, in addition to winning 10 World Series with the New York Yankees, was the creator of numerous classic malapropisms, including, “You can observe a lot by just watching.”
Market Outlooks
AAM Viewpoints – Our generational opportunity call on commodities remains intact
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In January of this year we published my Viewpoints article, “Generational Opportunity Now for the Next Decade?” The article was a contrarian call on the prices of commodities and outlined what we felt was a very significant price apex and the opportunities that created. Our “big call” for 2020 was a historically compelling opportunity to over allocate to commodities (which we framed as Metals, Materials, Agriculture and Energy) in portfolios.
Market Outlooks
In a big November, small caps come up REALLY BIG
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As we take pen to paper for this Weekly Wire we have one trading day left in November, and what a November it has been for our country, our economy, and our stock market:
Market Outlooks
Considering the long-term economic consequences of COVID-19
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COVID-19 is first and foremost a healthcare crisis, and its impact on the world has been devastating. That said, as investors, we must try to determine the long-term economic consequences of the pandemic.
Market Outlooks
AAM Viewpoints: Election head fakes & virus bright spots
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As we approach the end of the year it is probably safe to say that few if any have ever experienced a year like 2020. The municipal market also experienced a year like no other with the only recent parallel being – at certain times during the year – the 2008 financial crisis.
Market Outlooks
AAM Viewpoints: Unusual market has historical fortitude
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Stating the obvious, 2020 has not been a business-as-usual kind of year. Within months of its start it became a “year interrupted” by the global outbreak of COVID-19. That alone presented a massive challenge for the economy and potentially set a lasting course change for how business and daily life might be conducted for months and possibly years to come.
Policy and Regulatory Commentary
We’ve got Georgia on our minds
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When one thinks of the great state of Georgia, one often thinks of the classic tune, “Georgia On My Mind,” and the late, great Ray Charles, who first recorded it in 1960
Market Outlooks
AAM Viewpoints – The election results are in, but what about equity returns?
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No “hanging chad” this year, but definitely lots of drama and a bit of a delay which of course seems par for the course given the year 2020 has been so far. Currently it looks like the election results point to a victory for former Vice President Joe Biden, but this of course is barring any reversals after recounts in states with close margins and any substantive legal issues.
Market Outlooks
AAM Viewpoints: Time is an investor’s greatest asset
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The New York Stock Exchange was founded over two centuries ago, in 1792. Since its founding, it has faced a plethora of destructive events: The Napoleonic Wars, U.S. Civil War, WWI, The Spanish Flu, The Great Depression, WWII, The Cold War, Korean War, Vietnam war, Gulf Wars, Great Recession, and now the COVID-19 pandemic.
Market Outlooks
AAM Viewpoints: Be Ready to Lock-in Yields When The Opportunity Arises
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As the election approaches, market participants are being more cautious about their investment decisions. While there are a lot of market-centric reasons for this approach, there are as many non-market related ones as well.
Market Outlooks
AAM Viewpoints: Can Dividends Help Find A Balance?
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Dividend-paying equities are a cornerstone for many investors. Like many things, 2020 has proven difficult for this segment of the market as returns have been concentrated in other areas and dividend payments have come under pressure.
Market Outlooks
AAM Viewpoints: The Active Non-Transparent ETFS (ANTS) Go Marching
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Despite all the headwinds facing global markets in 2020, the U.S. Exchange-Traded Fund (ETF) market is thriving.