In this Stembrook Brief, we provide highlights of what we currently know about the Coronavirus and the disease named COVID-19. We discuss how it might impact investments and society as a whole as well as potential impacts, positive and negative, on your finances.
In this market review, we discuss the improving trade discussions between the U.S. and China, the dimming risks of a disorderly Brexit and the continued rally in equity markets.
In this market review, we discuss the continued commitment of central banks to keep interest rates low amid signs of weakness across global economies.
In this market review, we discuss the the length and the strength of the current U.S. expansion and compare it to historical economic cycles.
In this edition, we discuss the impact of rising interest rates and how they relate to our portfolio and the overall economy. We also discuss the behavioral pitfalls that investors face in an aging bull market. Finally, we discuss geopolitical issues that challenge today's investor.
This brief provides a primer on the UK's decision to leave the European Union. The immediate market reaction and long-term investment implications of the referendum are discussed.
This brief outlines the causes of the recent market turmoil and includes a short discussion of how we view markets through the lens of our investment research.
In this edition, we discuss the U.S. economic recovery in light of global events, Fed stimulus and U.S. politics. We present evidence that the Fed's plan to taper and the subsequent rise in interest rates does not preordain weak future equity returns. This discussion is followed by a review of our portfolio positioning based on current economic and market factors.
In this edition, we discuss key portfolio risks that all investors should avoid, what's attractive in today's market environment, and how recent decisions in Washington are impacting our portfolio investments and our global outlook.
We review the options available to investors seeking income in a low yield environment and analyze the expected behavior of these investments in various market scenarios.
In this edition, we discuss our investment strategies and portfolio positioning. We also explore how a normalization of interest rates may impact the value of investment assets and home prices.
A discussion of how a loss of confidence is driving down prices and creating opportunities for fundamental investors.