by J Thomas Knight | Oct 4, 2021 | Commentaries
Commentary: October 04, 2021 If you look back over the last 20 years, September has been the worst performing month for the Standard & Poor’s 500 Index, according to Nasdaq. This year, the S&P 500 dropped 4.8 percent in September. That wasn’t enough to wipe...
by J Thomas Knight | Sep 20, 2021 | Commentaries
Commentary: September 20, 2021 In recent weeks, bullish sentiment has drifted lower like sediment settling after a storm. Every month, Bank of America (BofA) surveys global asset managers. The most recent survey, which was conducted in early September, showed that...
by J Thomas Knight | Sep 13, 2021 | Commentaries
Commentary: September 13, 2021 The Delta variant could take a toll on economic growth. There was some good news last week. The 7-day moving average of COVID-19 cases in the United States declined. The bad news was that the rate of infection remained about 99 percent...
by J Thomas Knight | Sep 8, 2021 | Commentaries
Commentary: September 07, 2021 Stagflation isn’t trending…yet, but it was mentioned in quite a few headlines last week. Stagflation is a portmanteau of ‘stagnation’ and ‘inflation.’ It occurs when a country experiences slow economic growth along with high...
by J Thomas Knight | Aug 30, 2021 | Commentaries
Commentary: August 30, 2021 “Raise your words, not your voice. It is rain that grows flowers, not thunder,” advised the Persian poet Rumi. Last week, Federal Reserve (Fed) Chair Jerome Powell’s words helped grow the week’s equity market returns. In his speech at the...