Commercial real estate like shopping malls and multi-tenant office buildings have taken the brunt of the pandemic. At the same time, demand for industrial and warehouse space needed to serve rapidly-growing online commerce is surging. As is essential retail like grocery and home improvement centers,...
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Major technology companies like Amazon, Apple, and Google have surged after the Covid-sparked market drop earlier this year. In fact, the stocks of these companies are now significantly higher than before the pandemic struck. The S&P 500 index consists of roughly 500 major U.S. corporations and...
Read MoreIt is hard to square the idea that the stock market is booming, while the broader economy is suffering its worst downturn since the Great Depression. How does this make sense? It appears two dominant (and opposing) forces are driving the stock market: (1) The economic...
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Market Update, April 15, 2020 The stock market is an erratic creature, swinging wildly from branch to branch trying to decide which altitude to land and when. The market has rebounded more than 20% from its recent lows—statistically signaling a new bull market. Unfortunately, I believe...
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"Why not get out now and wait?!?" In one way, people and the stock market are very similar: both hate uncertainty. With markets plummeting, and the threat of pandemic looming, uncertainty seems to be everywhere. The urge for self protection is strong. The urge to liquidate investments...
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The world seems to be entering a coordinated, coronavirus-sparked recession. Oil markets have collapsed--and soon production will too. The travel / leisure / entertainment industries are all reeling. Stocks are down, and Treasury bonds are up sharply--strong indicators that the economy is slowing rapidly. In terms...
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The CDC announced today that Americans should expect the Coronavirus to spread to the United States...
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When faced with short-term noise, it is easy to lose sight of the potential long-term benefits of staying invested. For investors, it can be easy to feel overwhelmed by the relentless stream of negative news and its potential spillover effects on the markets. Being bombarded with...
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