by Ethan S. Braid, CFA | Feb 13, 2025 | Asset Allocation, Blog, Investment Risk
Stocks have been in a bull market for sixteen years. Many investors have forgotten what it is like to experience a recession. The current environment reminds me a lot of the year 2000. By the year 2000, the stock market had been in a bull market for eighteen years....
by Ethan S. Braid, CFA | Jul 2, 2024 | Blog, Market Updates
With half of 2024 in the rear-view mirror, the obsession for mega-cap growth stocks is alive and well. Enthusiasm for a handful of mega-cap stocks has yet to slow down. As investors continue to pile into Apple, Microsoft, Amazon, Nvidia et al, this extremely...
by Ethan S. Braid, CFA | Jun 9, 2024 | Blog, Market Updates
The goal of this article is to help the reader understand yield curve inversion and the significance of yield curve inversion. We will review the last eight inversions so the reader can appreciate the importance of this recessionary indicator. What is Yield Curve...
by Ethan S. Braid, CFA | Jun 8, 2024 | Blog, Investing
Recessions and bear markets are a normal part of the business cycle. There have been ten recessions in the past seventy years; with a recession occurring about every seven years on average. Bear markets come in two varieties, short term, and secular. Short term bear...
