Week Ended 12/27/19

It was a rather quiet week in the market as is typical this time of year.  In addition to the market being closed for 1 and a half days, the remainder of the week was characterized by low volume from a large percentage of traders taking the week off.  Occasionally...

Week Ended 12/20/19

Tax loss selling season Tax loss selling is back in season and this year has been a recipe for a strong dose.  When the market is broadly up, a greater portion of participants will have gains they need to wash.  Given how broad the market expansion has been, there are...

Week Ended 12/13/19

Trade, the Fed and Unusual price movement Phase 1 of the trade deal with China seems to be underway.  The full details are not released, but snippets and sound bites from Trump and China seem to indicate a minor rolling back of tariffs in exchange for ramped up...

Week Ended 12/6/19

Value –> growth Portfolio managers are often classified as value or growth and in some cases a third category that exists in between known as GARP (growth at a reasonable price).  This categorization feeds into a broad misunderstanding that value and growth...