The Weatherstone Markets Outlook is a quarterly assessment on relevant market and economic conditions. Through compelling charts, graphs and discussion, this outlook will provide an update on what has transpired over the past quarter – as well as share our perspective on how we are positioned from an investment standpoint going forward. Quarterly “Capital Markets…
Rising earnings. Economic growth. Bargains. A lot of the stuff investors were thought to cherish has been in short supply in the rally that has swept markets since March. Also: share repurchases, all but gutted as the coronavirus lockdown put a premium on conserving cash. A measure of equity demand that tallies announced buybacks and…
Traditional indicators have suddenly stopped mattering in a stock market driven by global health concerns, for good reason. They can say little of value in assessing the worsening toll of the coronavirus. “The global economy is starting to show some green shoots and more stabilization versus three or six months ago. The forecasts are taking…
No president in modern history has followed the stock market more obsessively as a barometer of success than Donald Trump. You can see it in the dozens of tweets he’s sent referencing the Dow Jones Industrial Average, in the way every record is celebrated while lurches are pinned on the Democrats. Now, new academic research…
For stock investors, the trade war has been nothing but trouble. For bond investors, it’s been a dream. Unable to stomach turbulence driven by the escalating conflict between China and the United States, and leery of a darkening outlook for the economy, investors have been pulling money out of the stock market and buying bonds, the…
Politics may be the root cause, but underlying the carnage in health-care stocks is a lesson investors seem to learn over and over: that too much love can be a bad thing. “It tends to be a popular topic as you get to election season because it’s one of the pinpoints in everybody’s financial life,”…
NEW YORK, Jan. 30, 2019 (GLOBE NEWSWIRE) — Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent, fiduciary wealth management firms, today announced that definitive agreements have been entered into under which Weatherstone Capital Management, Inc. (“Weatherstone”) will join existing Focus partner firm Carnick & Kubik Group, LLC(“Carnick & Kubik”), and Insero Wealth Strategies, LLC (“Insero”) will join existing Focus partner…
“The dominoes are falling. Some of the bubbles have been popped,” Michael Ball, president and lead portfolio manager of Denver-based Weatherstone Capital Management Inc., said by phone. “The market is acting like we’re moving to a phase of a synchronized global bear market,” he said. “We’re like a small boat going through big waves.” Spiraling…
Lu Wang from Bloomberg.com writes about how Apple isn’t like other tech giants. Michael Ball is quoted, “Unless everyone is going to carry two iPhones around, to double from here is going to be exponentially hard,” said Michael Ball, president and lead portfolio manager of Denver-based Weatherstone Capital Management Inc. “It’s too risky to totally change your…
Treasury yields push higher after auction; commodities decline U.S. indexes lose day’s gains after rebounding from rout U.S. stocks remained on unsteady footing as the bout of volatility that’s gripped global financial markets persisted amid signs that the rise in Treasury yields has yet to run its course. Pressure Wednesday came from a weak 10-year…