Refine Search

Search Results

16 results found.

A Scenic View of the Road Ahead
by Adam Grossman of Riverbend Investment Management, 4/22/26

While we are currently in a particularly grueling climb (including the war in Iran – a situation in which we will provide an update at the end of this piece), we cannot lose our long-term perspective. We want to take this piece as a summit in the middle of our hike; one where we can see a path through the trees and hills and clearly see four potential paths from here.

Don’t Forget About Growth!
by Riverbend Investment Management, 12/19/24

A conversation with our stock selection team, part two.

Markets On Cruise Control And Why There Will Be No Dectaper
by John Rothe of Riverbend Investment Management, 11/13/13
We are now post shutdown, post debt ceiling and post election, and equity markets are now on cruise control.

October Plus Shutdowns And The Debt Ceiling Equals More Volatility
by John Rothe of Riverbend Investment Management, 9/30/13
Upcoming Congressional debates on the U.S. budget and debt ceiling may cause an increase in volatility in global markets over the next few weeks.

Taper Vs. No Taper - Let's Meet Somewhere In The Middle
by John Rothe of Riverbend Investment Management, 9/10/13
Volatility in the US equity and bond markets has risen since Ben Bernanke and the rest of the Federal Reserve Board mentioned the possibility of tapering its bond purchase program - in other words, a potential end to the "free ride" the Fed has been giving investors. However, economic data is still weak and a reduction in economic stimulus by the Fed may harm the US economy.

Dear Bernanke - You Can't Have Your Cake And Eat It Too
by John Rothe of Riverbend Investment Management, 7/23/13
The U.S. stock market continues its euphoric rise into record territory despite continuing weakness in economic data. Recent comments from Federal Reserve Board Chair, Ben Bernanke, indicating that the Fed does not have a predetermined plan to stop its stimulus plan has investors increasing their allocations to equities.

Market Observations, Deflation Fears
by John Rothe of Riverbend Investment Management, 4/24/13
Last week, the S&P 500 took a quick dive down toward the 50-day moving average as investors became worried about continued poor economic data. While some investors are quick to point to the Boston Marathon attack as the reason for the decline, there was in fact a large decline in the market before the tragedy in Boston occurred.

Gold Is Crashing...And the Storm Begins
by John Rothe of Riverbend Investment Management, 4/17/13
The storm in the US stock market that I have been talking about for the past few weeks may have finally arrived. After weeks of poor economic data, we are starting to see the first crack in the current euphoria in the markets.

Time to Flee Equities for Bonds...and Japan?
by John Rothe of Riverbend Investment Management, 4/10/13
Last weeks string of bad economic data may finally be the tipping point we have been waiting for. For the past few weeks, I have become more and more bearish on the US economy and stock market. Payroll tax hikes, sequestration, and slowing global growth mixed with a euphoria for a rising stock market have pushed the markets into a high risk environment.

New Market Records, Quarterly Review, And What's Next
by John Rothe of Riverbend Investment Management, 4/2/13
Last week, after gyrating for the past month, the S&P 500 was finally able to close in record territory. However, investors may not be feeling the joy in their pocketbooks just yet; when inflation is factored in, it becomes clear that the US stock market is still in the extended cyclical bear cycle which started in 2000.

Mila Kunis, Euphoria, and the Stock Market
by John Rothe of Riverbend Investment Management, 3/19/13
Are we in the euphoria stage of the market right now? This past week, as the S&P 500 nears a record level, financial news pundits were fascinated with the following headlines.

Who's Selling And Who's Buying As The Dow Trades In Record Territory?
by John Rothe of Riverbend Investment Management, 3/11/13
Last week turned out to be another positive week for investors, as the S&P 500 finished the week up 2.2 percent. However, as my regular readers know, I consider the current market risk high, and have been building a case these past few weeks that we will soon be entering a bear market.

Is Congress About to Cause a Major Economic Slowdown?
by John Rothe of Riverbend Investment Management, 3/4/13
The fiscal cliff, sequestration, higher taxes, and a pending budget debate may be too much for overly optimistic investors to handle. Volatility has started to rise and the market is looking weaker:

The Rising US Dollar - What It Means To The Economy And To Investors
by John Rothe of Riverbend Investment Management, 2/27/13
Earlier this week, we saw a spike in the US dollar. After months of being stuck in a sideways trading pattern, the US dollar is starting to aggressively move upward. Global investors are starting to allocate to dollars. While the US has its own problems, the dollar is still the strongest currency in the world and is viewed by many as a safe haven.

A Technical Look At The Current Market
by John Rothe of Riverbend Investment Management, 2/19/13
The S&P 500 Index has been rising consistently this year, leading many to wonder if this is the start of a new long-term bull market. Volatility has been low and market commentary from the financial media continues to be positive. Everything looks great right? Unfortunately, when we dig deeper into the underlying components of the market, we are actually in a high risk environment that may potentially harm investors who are too bullish.

It's Time To Take Advantage Of Rising Energy Prices
by John Rothe of Riverbend Investment Management, 2/13/13
Oil prices have been on the rise again as we enter a period of the year that is historically strong for the energy sector. While markets continue to be a bit overbought, investors should not yet panic at rising oil prices. Since last summer, oil prices and the market have been closely correlated. What had been viewed by consumers as a "tax" in the past, is now viewed as a sign of increasing demand for gas due to economic expansion.
16 results found.