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Category: Equities

*NOTE: In the next several weeks, I’ll be hitting the road doing presentations and meetings with financial advisors all over the country.  If you happen to work in Miami, Atlanta, South Carolina, Portland, San Francisco, Colorado, Kansas City, Cleveland, or Dallas, email us at solutions@pensionpartners.com and let us know. “My purpose is to make my […]

Are We in the Shortest Recession Ever?

  • Equities
  • Michael Gayed

“I’m not afraid of storms, for I’m learning how to sail my ship.” – Louisa May Alcott We’re in a recession!  Things are about to get ugly!  Hold on! No seriously.  Hold on.  For all of the rhetoric around a recession that is either coming or already happening, it’s worth taking a step back, taking […]

  • Posted in Equities
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The Great Paradox in Markets

Over the past few weeks, the stock market has moved from an oversold extreme to an overbought extreme, a function of the violent December sell-off followed by the near-vertical rally. On December 24, the S&P 500 closed at 2,351, down 14.8% on the month and 20% from its all-time high. Notably, the NYSE McCllellan Oscillator […]

2018: The Year in Charts

These are the charts and themes that tell the story of 2018… I. All Good Things… …must come to an end. After 9 straight years of gains, the S&P 500 finished down 4.4% in 2018, its first down year since 2008. The record run from 2009-2017 thus ends in a tie with 1991-1999 for the […]

Does the S&P Need Higher Oil?

Crude Oil is crashing again, down 36% from its high in early October. With the S&P 500 moving lower in tandem during October (11% correction), part of the blame was placed on lower Oil prices. If only Oil prices had not collapsed, some pundits argued, stocks would be hitting new highs. How accurate is this […]