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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.

 

Monday, July 19, 2021

It is hard to believe that we are halfway through 2021, but here we are. Inflation, politics and interest rates have dominated the headlines as well as being the primary culprits of market volatility. Most recently the FOMC, led by...

 

Monday, May 24, 2021

The 1st quarter is in the books for 2021. Markets for the most part are behaving constructively, with the exception of a quick rise in interest rates seen at the beginning of the year. Rates, at the time of this writing, have...

 

Wednesday, March 10, 2021

Last week on March 2nd, Stone Bridge hosted a Zoom event on practical retirement ideas (with tax season in mind) based extensively on new rules for retirement accounts thanks to the 2020 Secure Act with Brian Dobbis, Director of...

 

Monday, March 1, 2021

We have all heard of the importance of a every President’s first 100 days in office. Did you ever wonder where the “100 days” came? The “first” first 100 days actually began during Franklin Delano...

 

Friday, February 5, 2021

It is that time again where we look to the future with our annual three predictions for global markets for 2021. As happy as we are to put 2020 in the rear-view mirror and look to the future, let’s still take a look at how...

 

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Monday, November 30, 2020

On Nov 10th, the week after the 2020 elections, Stone Bridge hosted a Zoom event with Fidelity's Brad Pineault to discuss the implications of the election's outcome on the economy and markets. https://youtu.be/m7s46NgyBf8

 

Tuesday, November 3, 2020

With two months left in the calendar year, it would be nice if we could breathe a sigh of relief knowing that all is well. Unfortunately, these last two months seem to present us with as much uncertainty as the first 10 months have....

 

Friday, September 11, 2020

Every year since 1982 the Kansas City Federal Reserve has hosted an economic symposium at the Jackson Lake Lodge in Wyoming. It is a meeting of the Who’s Who in the economic and academic community. It used to be more about...

 

Thursday, August 27, 2020

David and Erik take from our most recent Notes From Stone Bridge and focus in n a particular topic we found interesting. Here we discuss some of the best performing assets as presented in our Notes.

 

Friday, August 7, 2020

With over half the year behind us we thought this would provide a reasonable opportunity to take “stock”, if you will, of the investment landscape. Our aim is to take a snapshot of where we are currently in terms of global...

 

Friday, June 12, 2020

A big “Thank You” to those who were able to attend our first Stone Bridge Web Conference. It was a great turnout with some very good questions from our guest. We focused on COVID and Healthcare, touching on topics such as...

 

Saturday, April 25, 2020

A lot has changed in the last two months since our last Stone Bridge get-together in late February on the S.E.C.U.R.E Act, which many of you were able to attend. Brian Dobbis with Lord Abbott did a great job of breaking down changes...

 

Saturday, April 25, 2020

We thought it might be valuable to share several of our client emails. These email were sent over the last several months keeping clients updated with their portfolios, working from home and the CARES Act. Client email reprint from...

 

Tuesday, March 24, 2020

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...

 

Friday, January 24, 2020

Happy New Year! We hope that this edition of “Notes” finds you well and that you are pleasantly surprised that 2020—from an investment perspective—has picked up right where 2019 left off. As of this writing,...

 

Monday, December 23, 2019

Cyber scammers have recently hit two families that we know personally. The damage done was significant in both cases. For those of us who fear of being scammed, hacked, or having our identity stolen, we often live in fear instead of...

 

Tuesday, October 8, 2019

The economic focus is, as it has been for most of the summer, on the now very familiar song and dance of the US consumer remaining strong in the midst of a global slow-down of manufacturing activity. Despite the problems in...

 

Monday, September 30, 2019

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...

 

Sunday, August 25, 2019

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...

 

Thursday, August 1, 2019

This is my blog here at Stone Bridge Asset Management. As the lead for quantitative research at Stone Bridge, Numbers Game felt like a great fit for my continuing updates on our research.

 

Wednesday, May 22, 2019

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...

 

Thursday, March 28, 2019

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...

 

Tuesday, February 26, 2019

We have all heard the phrase “by the numbers”. When you hear that phrase, do you think of an orderly process? Something being done “by the numbers” suggests the comforting notion that there is little or no...