October 6, 2021

Delta Variant Signals the Pandemic’s Continued Grip

The highly transmissible delta variant grabbed headlines during the third quarter. Figure 1 shows the number of daily new confirmed Covid-19 cases spiked starting in July as the delta variant spread. read more

July 6, 2021

Economic Rebound Continues as Economy Reopens

The reopening pace accelerated during the second quarter. Rising vaccination rates allowed more states to ease restrictions. Indoor dining capacity restrictions were lifted, and stadiums filled up as fans returned to the stands. Subway ridership rose, and the skies grew more crowded as people booked vacations. read more

April 12, 2021

Pandemic Passes One-Year Anniversary Mark

One-year after the pandemic first struck, the U.S. is making positive progress in battling the virus. Vaccination efforts are in full swing, with the U.S. administering nearly 2.5 million vaccine doses per day in the second half of March. Daily new confirmed cases are down from their early 2021 spike. The data is encouraging and signals the pandemic’s loosening grip. read more

February 17, 2021

Irrational Exuberance: 25 Years Revisited

The Robin Hood of Sherwood Forest who most of us grew up reading about in Aesop’s Fables, was infamous for robbing the rich to provide for the poor and oppressed.  Robinhood is also the name of a financial institution and trading platform founded in 2013 whose goal, according to its […] read more

January 6, 2021

Vaccine Optimism Paves the Way for a Historic Comeback in 2020

The most tumultuous year in recent memory ended on a high note for markets as the fourth quarter brought political and medical clarity, and that resulted in substantial market gains over the past three months which helped to make 2020 a surprisingly strong year for market returns. The fourth quarter […] read more

October 2, 2020

Optimism Drives Stocks to New Highs Amid Uncertainty in the 3rd Quarter

We hope that this letter finds you safe and healthy during these still-unprecedented times. 2020 continued to be one of the most unpredictable years in memory, as markets rose to new all-time highs in the third quarter despite a resurgence in coronavirus cases, as stocks rallied thanks to a combination […] read more

July 2, 2020

Market Rallies in the Face of COVID Crisis and Massive Unemployment

Markets staged a historic rebound in the second quarter driven by an initial peak in the growth of coronavirus infections in April, economic reopenings across the United States and the rest of the world, hopes for a COVID-19 vaccine, and continued stimulus from global central banks, including the Federal Reserve. […] read more

May 15, 2020

Are We Headed For a Depression?

Perspective And Strategies To Consider In Today’s Environment If we look back at past depressions in U.S. history, there are some important facts to remember as we begin to ponder the possibility of another one on the horizon. The depression of 1920-21 was largely caused by troops returning from war […] read more

April 13, 2020

The Fed Announces a Fresh Round of Stimulus

On April 9th, Jerome Powell and the Federal Reserve announced $2.3 trillion in new programs to support the US economy. These programs add to existing measures that were announced by the Fed in March and those created by Congress under the CARES Act. Most notably, the Fed announced they would… […] read more

April 6, 2020

Investors Endure Historic Volatility in the First Quarter

First and foremost, we hope this letter finds you, your family and loved ones healthy and safe. In keeping with our quarterly tradition, below is our review of the first quarter of 2020 as well as our thoughts as we enter the 2nd quarter. read more

March 18, 2020

6 Tips to Navigate Volatile Markets

When markets get choppy, it pays to have an investing plan and to stick to it. 1. Keep perspective: Downturns are normal and typically short • Market downturns may be unsettling, but history shows stocks have recovered and delivered long-term gains. • Over the past 35 years, the stock market […] read more

March 10, 2020

Oil Prices Plunge and Global Markets Reel

Global equity markets careened on Monday following more concerns about the spread of the coronavirus as well as an oil price war between Saudi Arabia and Russia which intensified over the weekend. read more

March 2, 2020

The U.S. Market Hit its Most Recent Peak Followed by a Tumultuous Sell-off.

Approximately two weeks ago we shared our commentary, “Stay Over Your Skis.” Only four days later, the U.S. market hit its most recent peak followed by a tumultuous sell-off. The Coronavirus went global and fear spread at an alarming rate. read more

February 14, 2020

Stay Over Your Skis

Outside my office window it still looks like the bleak mid-winter, despite Punxsutawney Phil’s prediction of an early spring.  During many of the mid-winter months when I was in my 20’s and early 30’s I spent a significant amount of time on ski slopes in the Rocky Mountains.  These memories […] read more

January 7, 2020

Trade Clarity and Interest Rate Cuts Lead to Big Returns in 2019

Markets welcomed the positive resolution of several key macroeconomic unknowns in the fourth quarter, and that improved clarity sent the broader stock market higher over the past three months. The solid fourth quarter gains helped the S&P 500 index achieve its best annual return since 2013. At the start of […] read more

October 7, 2019

Markets Resilient Again in Third Quarter

Markets in the third quarter of 2019 looked surprisingly similar to the second quarter as more U.S.-China trade war uncertainty and a lack of clarity on future interest rate policy caused a sharp increase in volatility in the middle of the quarter, but the S&P 500 remained resilient and ultimately […] read more

July 8, 2019

Stocks Remain Resilient Despite Rising Volatility

Volatility returned in the second quarter as uncertainty regarding U.S.-China trade relations, future Federal Reserve interest rate policy, and the state of the U.S. and global economies caused a more-than-6% pullback in the S&P 500 during May, before stocks broadly recovered in June and finished the quarter near fresh all-time […] read more

April 5, 2019

A Strong Start to the Year, But Risks Remain

Stocks rebounded strongly in the first quarter thanks to a combination of improving U.S.-China trade relations, the Federal Reserve halting interest rate increases, and a better outlook for corporate earnings. The S&P 500 finished the first quarter of 2019 with the best quarterly return since 2009. Starting with U.S.-China trade […] read more

January 4, 2019

Market Correction: What Happened and What’s Next

A decade of consecutive positive annual returns from the S&P 500 ended in 2018. In the final three months of the year the S&P 500 registered its worst quarterly performance in seven years and ended 2018 with a negative annual total return for the first time since 2008. Contrary to […] read more

October 31, 2018

Views on October Markets

The month of October has been very challenging for the world equity markets. In speaking with clients, we recognize that most, if not all, are nervous. The S&P 500 is now down over 10% from its high and has entered into “correction territory”. At TrinityPoint, we believe that is exactly […] read more

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