Author:SJK

SJK

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2019 Hits And Misses

2019 was a difficult year to forecast after 2018 ended with the worst December since the Great Depression. While our positive stock market outlook proved too conservative, we are pleased to report we got more right than wrong for 2019. ...

Seasonal (Tail) Winds

The stock market has started October on a bumpy path. Many global issues remain unresolved, but seasonal forces, sound fundamentals, and breakthroughs on the trade and geopolitical fronts could help sustain the S&P 500 Index at record highs. Volatility can be uncomfortable, but...

Earnings May See Better Days Ahead

Corporate earnings growth has ground to a halt, but we think better times lie ahead. While tariffs and ongoing trade uncertainty could delay improvement, we remain optimistic that some progress on trade will be forthcoming and earnings growth could pick up over the coming...