May 21, 2018
For all the belt tightening that Americans implemented 10 years ago when the global real estate market crashed, today's consumer is not letting a lack of cash flow get in the way of buying what he/she wants. Total American household…
March 5, 2018
President Donald Trump announced plans last Thursday (3/01/18) to impose tariffs of 25% on steel imports and tariffs of 10% on aluminum imports for an undefined period. The order, described by the White House as necessary action to protect the…
Beauport Market Volatility Update
Volatility Returns to Markets We often remind our clients, "Don't mention return without mentioning risk in the same sentence." Risk and return are linked components of equity markets and typically shouldn't be singled out. However, we have recently experienced an…
November 28, 2016
We are experiencing a "Trump Rally" on Wall Street. The S&P 500 is up +3.6% (total return) in the 2 ½ weeks since the 11/08/16 political upset, but even more impressive was the 4 new all-time closing highs set last…
October 17, 2016
The 246,000 Americans that filed for first-time unemployment benefits for the week ending 10/08/16 were the fewest to do so in any week since 11/24/73 or 43 years ago. During the 2009 global real estate crisis, first-time weekly unemployment claims…
