This week, CEO Eric Boyce, CFA discusses: 1. Issues on trade related to China and the length of negotiation for deals 2. the potential impact on small business & on capital spending 3. Soft data is certainly soft at this point due to global uncertainty...among consumers, business owners and investors 4. Some hard data - retail sales, regional Fed surveys - do not yet reflect the increasing impact of tariffs 5. US dollar weaker - implications for trade, bond yields 6. negative wealth impact of stock declines, where is valuation, earnings estimates falling as expected
CEO Eric Boyce, CFA provides a historic perspective on volatility, in light of recent market developments. The discussion includes: 1. Historical major one-day declines and longer-term drawdowns give way to resounding positive future market performance over time. 2. The relative frequency of drawdowns over time might surprise you. 3. Intra-year downturns are common in years where the market is up for the year. 4. Time greatly dampens the near term impact of volatility. 5. The probability of positive performance really goes up the longer you remain invested. 6. Chart showing how the market goes up +70% of the time, and that bull markets are MUCH more prevalent than bear markets. 7. The value of staying invested according to your investment policy throughout your investment horizon and NOT trying to time the market.
This week, CEO Eric Boyce, CFA discusses: 1. Issues on trade related to China and the length of negotiation for deals 2. the potential impact on small business & on capital spending 3. Soft data is certainly soft at this point due to global uncertainty...among consumers, business owners and investors 4. Some hard data - retail sales, regional Fed surveys - do not yet reflect the increasing impact of tariffs 5. US dollar weaker - implications for trade, bond yields 6. negative wealth impact of stock declines, where is valuation, earnings estimates falling as expected
CEO Eric Boyce, CFA provides a historic perspective on volatility, in light of recent market developments. The discussion includes: 1. Historical major one-day declines and longer-term drawdowns give way to resounding positive future market performance over time. 2. The relative frequency of drawdowns over time might surprise you. 3. Intra-year downturns are common in years where the market is up for the year. 4. Time greatly dampens the near term impact of volatility. 5. The probability of positive performance really goes up the longer you remain invested. 6. Chart showing how the market goes up +70% of the time, and that bull markets are MUCH more prevalent than bear markets. 7. The value of staying invested according to your investment policy throughout your investment horizon and NOT trying to time the market.
