Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group Does recent perceived underperformance mean active management is dead and that we should all join the “long live the passive strategy” party? That depends. With markets back within…
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Weekly Market Commentary
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Talk of the Times: Recession, Recession, and Recession
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group If I could have a dollar for each discussion that I have had about the next recession, I could retire today. It is the talk of the times,…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group After a relatively jarring August, as measured by volatility, the markets have started September off with some optimism. Many will point to the news that the US and…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group The question continues to be whether this yield curve inversion will bring a recession. Presently, the driving fear is that the US monetary policy may not be enough…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group As I write this commentary, it appears that the S&P 500 is heading for one of the worst weeks of 2019. What happened? The markets had fully expected…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group Recent rhetoric from the Fed, reports from the G20 meeting between President Trump and President Xi Jinping have resulted in improved optimism by the stock market. At the…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group The US stock markets have rallied to new all-time highs in June following a big sell off in May. Last week the Fed made some shift in their…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group Inverted yield curve, trade war and tariffs introduce a dose of fear into the markets. Yield curve inversion was all over the news in the last week. An…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group Tariff fears are real and have come full circle in the market since the beginning of May. Up until this point in 2019, there was quite a bit…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group It’s amazing how one word can change things in this market. Last Wednesday The Fed kept interest rates unchanged at their latest Fed meeting. However, during the following…