MV Weekly Market Flash: What We’ve Learned Since the Ebola Panic

Back in August of 2014 the World Health Organization issued a Public Health Emergency of International Concern statement in relation to a viral disease that had been spreading among the populations of a number of West African nations for the past several months. The disease was called Ebola. Apart from...

MV Weekly Market Flash: The Year In One Word — Pivot

All things come to an end – good, bad and otherwise. As this will be our last market commentary for 2019 it seems appropriate to think back on the events that gave shape to the year in asset markets. Our word for the year is “pivot,” defined as “when a...

MV Weekly Market Flash: The Relentless Benchmark

As portfolio managers, we at MV Financial establish benchmarks against which to measure the performance of assets under our management over time. We do this not to obsess over short-term performance – most of our portfolios are established with long-term financial goals and risk considerations in mind – but as...

MV Weekly Market Flash: No More Inversion…For Now

In last week’s market commentary we argued the case for why a near-term melt-up – a giddy rally in the stock market through the remaining months of 2019 – might be in the cards. One week later we see continued evidence that, if not exactly a go-go 1999-style event, conditions...

MV Weekly Market Flash: The Unicorns Are Not Alright

You can’t fool all of the people all of the time, so the saying goes. But the other side of that old chestnut – that you can fool some of the people all of the time – certainly rings equally true. These would be the people who time and time...

MV Weekly Market Flash: Political Drama and Market Indifference

It has been a dramatic week in the world of US politics. In the world of US markets, not so much. On Tuesday, House Speaker Nancy Pelosi announced the initiating of impeachment proceedings against Donald Trump in connection with a whistleblower’s report addressing potential improper dealings with a foreign government...

MV Weekly Market Flash: The Great Rotation That Wasn’t (Again)

If you weren’t listening to the financial chatter this week then you probably missed the Great Rotation. But if for whatever reason you happened to tune into CNBC or Bloomberg News sometime late Monday afternoon then you couldn’t have missed it. Every “factor” and “smart beta” analyst on the planet...

MV Weekly Market Flash: Managing Through Uncertainty

In late November of every year, our team convenes for a series of discussions about how to position the portfolios under our management for the year ahead. Since we manage our clients’ assets around long term financial goals, the changes we make from year to year tend to be incremental...

MV Weekly Market Flash: Japan Led Us All to Wonderland

Before the iPhone, there was i-mode. Seven years before Steve Jobs turned the world on its head with the iconic Apple product, a much stodgier company produced the world’s first smartphone. In 1999 NTT, the incumbent Japanese telecom provider and a byword for “lumbering bureaucracy,” launched a mobile phone service...