Fireside Charts: Earnings, A Paycheck Protection Program Check In, and Emerging Consumer & Market Patterns
April 27, 2020Ready for a pulse check on one of the most unique earnings seasons on record? In the S&P 500® Index, the ...
Fireside Charts: Unemployment, A Nasdaq Milestone, and Is Inflation Approaching?
April 24, 2020~4.3 million more Americans filed for unemployment this week, and while that brings the quarantine-era total to ~26 ...
A Caution From 2007: Beware of the Dividend in Your High Dividend ETFs & Funds
April 23, 2020Remember this? It’s late in 2007 and the banks have already started their downward spiral. As their prices fell, their dividend yields rose. Most “high yielding,” “high dividend” or “dividend achiever” type ETFs/funds rebalance quarterly, so at year end, what did they do? They loaded up on bank stocks.
Fireside Charts: Oil, U.S. Farmers, and More Struggle in a Shifting Market
April 22, 2020Earth Day looks to be celebrating the big 5-0 this year with a continuing meltdown of the fossil fuel industry. Oil prices ...
Fireside Charts: S&P 500's Record Concentration, Energy's Mixed Signals, Bond Spreads Calm
April 20, 2020In unsurprising news to anyone who's been keeping an eye on their screen time reports lately, tech companies like Facebook and Amazon are riding a wave of increased traffic in the ...
Fireside Charts: U.S. Manufacturing Slumps, Stimulus Package & Oil Prices Run Out of Steam
April 17, 2020Unsurprisingly, U.S. manufacturing has taken a significant hit in the current environment. Regional Fed surveys are showing levels not seen since 2009, with New York posting a nearly ...
VIDEO: BCM's 1Q20 Quarterly Market Update Call with the PM
April 16, 2020A few weeks ago we provided a Special Update from BCM's Managing Partner and Portfolio Manager, Dave Haviland. At that time ...
Fireside Charts: GDP Expectations, Record-High Uncertainty, & the Role of Small Businesses
April 15, 2020While high-frequency measures such as the New York Fed's Weekly Economic Index have us bracing for significant losses to GDP, consensus on expectations is a hard thing to come by ...
Fireside Charts: Mixed Signals from Equities, A Look to the Past, and the Cooling Bond Market
April 13, 2020As we head into what is likely to be a particularly unique earnings season, signals out of the equity markets remain mixed. Transports are still down almost 30% from the print ...
Fireside Charts: Taking a Break, But Watch This!
April 10, 2020We're taking a break from our normal Fireside Charts today in honor of the holiday week/weekend. We'll be back on Monday with our regularly scheduled Fireside ...
