Author page: James Ferrin

Market Update June 2021 – Word of the Month

Market Update June 2021 – Word of the Month

As we move into summer it’s a good time to review where markets are following 2021’s furthering of the equity market rebound that began in 2020. The yearly experience of the capital markets can often be loosely generalized as three phases: January through May, Memorial Day to Labor Day and Fall/Winter. As we consider what lies ahead, reviewing where the various markets stand entering the summer months can be insightful. And context is critical.

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Chart of Interest – A Pickup in the Heartbeat

Chart of Interest – A Pickup in the Heartbeat

Is it a “stock market” or a “market of stocks”?  And does it matter?  Through the years the capital markets have exhibited eras defined by various behaviors and characteristics.  These can be both interesting and, more importantly, helpful in deciphering where opportunities may lie.  This old question of a “stock market” or “market of stocks” provides interesting context for today’s equity markets.

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Market Update March 2021 – Someone Tell Savings There Was A Recession

Market Update March 2021 – Someone Tell Savings There Was A Recession

When markets rise rapidly, investors typically break into two groups: the “momentum will continue” group versus the “too much, too fast” group. And following 2020’s event-driven hit to the global economy, a disruption unlike anything we have seen during this era, it’s an especially difficult environment for assessing the future. If the cause was unprecedented, will the rules apply to the response?

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The Much-Anticipated Return of Value?

The Much-Anticipated Return of Value?

It’s been talked about.  Investors had thought it would happen in prior months.  And now it looks to have arrived.  The much anticipated return of Value stocks, as they appear to finally be taking on market leadership.  Not to get ahead of ourselves, but this chart of the ratio of US Growth stocks versus US Value stocks looks ready to break out from months of transition to a position of Value leadership.

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Market Update February 2021 – Will the Momentum Continue?

Market Update February 2021 – Will the Momentum Continue?

When markets rise rapidly, investors typically break into two groups: the “momentum will continue” group versus the “too much, too fast” group. And following 2020’s event-driven hit to the global economy, a disruption unlike anything we have seen during this era, it’s an especially difficult environment for assessing the future. If the cause was unprecedented, will the rules apply to the response?

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