Sector analysis is something I think is very important for an active or passive investor investor. When we break the market apart into sectors we can better understand what is going on. The sectors we will be looking through are broken...Read More
Thanks for checking out our blog. Here you will find both Notes From Stone Bridge as well as Numbers Game. Notes From Stone Bridge contains our latest thoughts on market drivers as well as investment themes that are catching our attention. We try to write our Notes in plain English so that all the visitors to our website, no matter what their background, can understand and make sense out of topics that can be complex. Numbers Game is a piece written by Joseph Davis looking into the "numbers" to help break down issues investors face when investing in markets. Our desire is for our blog to be educational and helpful as we pass on a little of what we see going on in our world of investing. If we are successful in that, then you might sound a little smarter at that next dinner party.
TLDR: Technology and Discretionary are starting to pull back to a more normal trajectory. Utilities and Real Estate were safe havens in the December pullback and continue to show strength. Sector Rotation Today we are going to look at...Read More
Headlines, headlines and more headlines. Since late Spring it seems we have been writing about market reactions to news headlines versus actual economics. While market fundamentals, especially consumer related data, have remained...Read More
We recently held a round table discussion that featured a couple of Fixed Income and Global Allocation strategists. The format opened with a few comments from each of the participants, and then we jumped right into questions. A big...Read More
We are rapidly coming to the end of the 1st quarter for 2019. December of 2018 is becoming a faded memory as equity and fixed income markets continue to show solid performance with trade issues and our newest best friends at the...Read More