PID 1804


Market Commentary

Market Commentary: October 2020 – Elections vs. The Market Part Three: Bad Timing

Market Commentary: October 2020 Elections vs. the Market Part Three: Bad Timing By Peter Nielsen, CFA This is the last issue of our three-part series on how presidential elections impact the …

Market Commentary: September 2020 – Elections vs. The Market Part Two: Party On!

Market Commentary: September 2020 Elections vs. the Market Part Two: Party On! By Peter Nielsen, CFA This is the second issue of our three-part series on how presidential elections impact the …

Market Commentary: August 2020 – Elections vs. The Market Part One: The Hoax of the Presidential Cycle

Market Commentary: August 2020 Elections vs. the Market Part One: The Hoax of the Presidential Cycle By Peter Nielsen, CFA In the coming months we will be publishing a three-part series …

Market Commentary: July 2020 – How are stocks being impacted by the coronavirus?

Market Commentary: July 2020 How are stocks being impacted by the coronavirus? By Peter Nielsen, CFA We extend our sincere good wishes and prayers to clients and families who have been …

Market Commentary: June 2020 – First Quarter Earnings Calls Highlight Digitization

Market Commentary: June 2020 First Quarter Earnings Calls Highlight Digitization By Peter Nielsen, CFA Every major event leaves a lingering after-taste. Consider how investment banking changed after the Tech bubble, or …

Market Commentary: April 2020 – Uncertainty’s Negative Impact

Market Commentary: April 2020 Uncertainty’s Negative Impact By Peter Nielsen, CFA After several weeks of bad news, we’re finally getting some good news. While it’s still early, recent data suggests …

Market Commentary: March 2020 – Coronavirus Economics

Market Commentary: March 2020 Coronavirus Economics By Peter Nielsen, CFA Academics say that stock markets are a “discounting mechanism.” That is, investors discount, or assess all available information when pricing …

Market Commentary: January 2020

Understanding 2019’s Leftovers to Plan for 2020 By: Peter Nielsen, MBA, CFA® We often find that financial writers gain a following by identifying as bullish or bearish. Either the prognosticator …

Market Commentary: Where are all the workers coming from?

Market Commentary: December 2019 Where are All the Workers Coming From? By: Peter Nielsen, MBA, CFA® It’s always nice to hear good news going into the Christmas season. It gives us …

Market Commentary: The Attraction of Factor Investing

Market Commentary: September, 2019 The Attraction of Factor Investing By: Peter Nielsen, MBA, CFA®   Invention and innovation continue to change the world around us. However, it’s often forgotten that …