MV Weekly Market Flash: Will the Market Party Like it’s 1987?
The equity market bulls had been running for more than five years. Over this time interest rates had come down dramatically, inflation was muted and most every fiscal quarter... Read More
MV Weekly Market Flash: Giving Up on the Greenback?
In our commentary last week we made brief mention of the surprising strength of foreign currencies versus the US dollar in the year to date. This week served up yet another... Read More
MV Weekly Market Flash: Marathon Bull
Talk of endurance is all the rage these days. Fall race season looms for runners and triathletes contemplating their next attempt at 26.2 or 140 or whatever mileage benchmarks... Read More
Don’t Let Your Skepticism of the Markets Keep You from Investing
As a millennial, my most formative memories of the financial markets center around the Great Recession. I remember waking up to markets in turmoil in February 2008. I also have... Read More
MV Weekly Market Flash: Competing Narratives for Back to School Week
It’s that time of year again. Here in the mid-Atlantic region we are getting the first taste of dry, cool nights in place of midsummer’s relentless humidity. High... Read More
MV Weekly Market Flash: Rocky Mountain High
Jackson Hole is, by all accounts, a lovely redoubt, high up in the Rocky Mountains of Wyoming. As has been the case every August since 1978, the monetary mandarins who set the... Read More
MV Weekly Market Flash: Drifts and Shocks
Should you be concerned about the somewhat bumpy ride US stocks have encountered in the past couple days? Or is this a welcome chance to get in some long overdue bargain... Read More
MV Weekly Market Flash: Bonds and the Limits of Historical Data
There’s not much interesting going on in the stock market these days, even less so than in the August “dog days” of years past. Oh sure, the Dow breaks 22,000... Read More
MV Weekly Market Flash: Markets and Political Risk
Over the past few months, we’ve had a number of conversations with clients that go something like this: Client: Wow, these are crazy times, huh? Politics! Never seen... Read More
MV Weekly Market Flash: Copper, the New Texas Tea?
Investors with broad-based commodity exposure haven’t had much to cheer about in the year to date. The Bloomberg Commodity Index, for example, was down more than five... Read More