Archives » growth

Momentum | August 8, 2017

Posted on August 8, 2017

As the Dow Jones broke records, tech-related markets slowed down slightly. This may just be a single data point but when markets are not synchronous in their growth, it tends to indicate a change in leadership. We think it may be important to keep an eye on the growth patterns going forward. Momentum measures the […]

Income Report Card | August 7, 2017

Posted on August 7, 2017

The 10-year Treasury yield fell to 2.24% and continued to flatten after a period of steepening over the past several weeks. While parts of the U.S. market hit all-time highs, the growth in stocks was not as synchronous as it has been this year. We think this might be a signal that the bull market […]

Volatility | June 22, 2017

Posted on June 22, 2017

Volatility among tech companies has exceeded its long levels, following a period of stress on that segment of the market. These types of steep increases in risk aren’t unusual for tech bull markets since the market is expecting extremely elevated levels of growth to justify valuations. However, this is typically a bad sign for near-term […]