Loose Lips Sink Ships Market Update for December 5, 2018

It is World War II. There is a popular sentiment and preference for military servicemen to avoid chatter that might give away tactical war plans. Literally, such unguarded conversation could tip off the enemy and result in the sinking of ships. The etymology of this idiom, “Loose lips sink ships”, is more broadly applied to the concept of “beware of …

Rudderless Markets? Market Update for November 21, 2018

The S&P 500 sold off again on November 20th, bringing it into negative territory for the year. The markets feel rudderless. Deckhands who have been used to continuously increasing markets are wondering which way we are now sailing. Let’s look at the seascape that is generating increased volatility and negative market returns. Tariff & Trade Wars – Markets are concerned …

The Fed Balance Sheet Reduction, Bond Exposure and Irrational Investing Market Update for June 26, 2017

As we move from the spring into summer, many allergy sensitivities are behind us, but what about our interest rate sensitivity? The Fed decided to raise interest rates recently and after a week off from Reed Between the Lines, we revisit the recent decision along with a bigger Fed announcement. MARKET RECAP It was a muted week for equites across …