Video Newsletters: Insights and Observations

Everything listed under: Market Observer

  • August 2019

    Email Us  TranscriptKevin: Greetings. August 7th, 2019 market update. A little bit of a fun in the last week John?John: Volatility is back.   Read More...

  • May 2019

    Email Us  TranscriptKevin: Greetings. May 8, 2019, Market Update. A bit of a change since our last update in February.   Read More...

  • February 2019

    Email Us  TranscriptKevin: Greetings. John Finley, Kevin Coyle, February 6th market update. So we had a nice fun Christmas present Christmas Eve and since then there's been a bit of a change.   Read More...

  • November 2018

    Email Us  Transcript Kevin - Greetings, Kevin Coyle and John Finley, November 14th, market update. So, John we had an October decline which is not a great shock.John - October's the most volatile month on average and when there's volatility, stocks tend to go down. And stocks around the world went down in October, not just the U.S., down about 7%.In the U.S.   Read More...

  • August 2018

    Email Us  Transcript Kevin Coyle: Greetings. Kevin Coyle, John Finley, Augusts 2018 update. Markets have almost recovered to their January of 2018 peaks.   Read More...

  • May 2018

    Email Us  |  View Transcript & ChartsTranscriptKevin: Hello, John Finley, Kevin Coyle, May 2018 market update. Maybe start with a quick recap of how we've done year-to-date, John, and over the last year.John: Year-to-date, we're about flat, but year-over-year, we're still up double digits, about 14% in the U.S. The market hit a new high on January 26th, but we're down about 6% from that.Kevin: We've had a lot more volatility than usual.   Read More...

  • November 2017

    Email UsOf Pigeons, Information & Interest RatesHave you ever noticed how pigeons walks? Their heads bob back and forth with each step they take. Although I consider myself a recreational bird watcher (as opposed to an actual birder), I never gave this behavior any thought until I read a fascinating book: Storm in a Teacup: The Physics of Everyday Life, by physicist Helen Czerski.   Read More...

  • August 2017

    Email UsWhat’s (Not) Up With Interest Rates?Credit is the lifeblood of any healthy economy and the price of credit (or the cost of borrowing) is measured by the annual rate of interest charged. There are as many different rates of interest as there are types of credit available. For example, consider borrowing from a bank to purchase an automobile.   Read More...

  • May 2017

    Email UsDIVERSIFIED OR CONCENTRATED?When it comes to stock investing, investors often ask if is it better to hold a well-diversified portfolio of hundreds of stocks or a concentrated portfolio of, say, 20 or 30 stocks? The answer may not be as clear-cut as you think. Let’s look at what academic research might have to teach us.The Case for DiversificationThe essence of diversification is captured by the old adage that we shouldn’t put all of our eggs into one basket.   Read More...

  • February 2017

    Email UsPassive versus Active InvestingThe recent unseasonably warm weather and complete absence of snow this year in the Chicago area has been a very pleasant surprise. Flowers are pushing up through the soil and many migrating bird species have arrived a bit earlier than normal.What’s not so surprising is the ongoing debate in investment circles about the relative merits of active versus passive investing. Passive investing refers to the use of mutual funds or exchange traded funds that replic...  Read More...

  • December 2016

    Email UsThe human impulse to make predictions about future events is understandable, and is another thing that separates us from the rest of the animal kingdom (along with the need we have for meaning and purpose). I can’t imagine that my pet Border Collie ever worries about where her next meal will come from or if there will ever be another frisbee toss coming her way. But for us humans, there are any number of things we can choose to worry about, and that worry is always focused in the future....  Read More...

  • November 2015

    Printable PDF Email UsWe’ve been waiting for two events to happen this year. The first one occurred in August – the market experienced a 12% correction.  We like to see a 10% correction now and again. It’s been four years since the last one, so the market has been waiting a long time.   Read More...

  • August 2015

    Printable PDF Email UsFollowing a weak but positive first quarter, the US Economy grew at a more reasonable rate of 2.3% in the second quarter. It is the same sluggish growth we have seen before. General sentiment is pointing to a slow but steady growth rate of 3% in the second half. One consistently positive piece of data has been the decline in the unemployment rate, which is sitting at 5.3%, slightly below the 5.5% trigger rate for the Fed to begin raising interest rates. While we h...  Read More...

  • May 2015

    Printable PDF Email UsFirst quarter results for the US Economy were tepid at best. Following a common, winter chill theme, GDP grew at just 0.2%. Bad weather, cheaper oil and its impact on the energy sector and a stronger dollar were the likely causes.Lower oil prices have not fueled an increase in consumer spending or at least not yet.   Read More...

  • February 2015

    Market Observer: November 2014 | Printable PDF» The Federal Reserve announced the final tapering of their bond buying program, otherwise known as QE3.  While the Fed’s balance sheet has ballooned to $4.4 trillion, unemployment has receded to 5.9%, GDP advanced 3.5% in the third quarter, manufacturing continues to show signs of slow to moderate growth, and inflation is still in check.  Consumers continue to be suspicious of the economy, however, as reflected in the University of Michiga...  Read More...