MV Weekly Market Flash: The China Syndrome, Again
Stop us if you’ve heard this one before. As the end of the year approaches, investor attention suddenly focuses, laser-like, on China’s financial system. Share... Read More
MV Weekly Market Flash: Groundhog Day in December
Today is the first day of the last month of 2017, which means that predictions about asset markets in 2018 will be flying about fast and furious over the coming three weeks. As... Read More
MV Weekly Market Flash: The Turkeys of 2017
In this holiday-shortened week, our thoughts easily start to drift towards all the delicious, rich food we will be ingesting between now and early January when we wake up with... Read More
MV Weekly Market Flash: Still Quiet on the Investment Grade Front (Junk Jitters Notwithstanding)
There has been considerable chatter over the last week or two by observers and participants in the junk bond market. Prices for HYG, the iShares ETF that tracks the iBoxx US... Read More
Taking Time Off? Here’s Some Food for Thought Before You Do
I’ve heard about fellow millennials taking an extended leave of absence from the workforce or a sabbatical to travel and take time to gain experience outside the... Read More
MV Weekly Market Flash: More Fuel in the Tank for Energy Stocks?
Every industry sector has its own received wisdom. In the energy sector, the two pillars of conventional wisdom for much of the past eighteen-odd months could read thus: (a)... Read More
MV Weekly Market Flash: Tax Mania!
Like most of our fellow investment practitioners, we subscribe to a variety of daily market digests – those couple paragraphs at the market’s opening and closing... Read More
MV Weekly Market Flash: Bond Bull Goes for the Thousand Year Gold
The current bull market in US equities, the pundits tell us, is the second-longest on record. That may sound impressive, given that domestic stock exchange records go back to... Read More
MV Weekly Market Flash: The Market’s Next Big Non-Event
And the band plays on. Some random convergence of factors could conceivably interrupt and reverse today’s upward push in the S&P 500 before the benchmark index ends... Read More
MV Weekly Market Flash: What’s Next for Emerging Markets?
One of the odder stories in a year of general strangeness in the capital markets is emerging markets. Contrary to the vast majority of expectations in the wake of last... Read More