AMJ Financial Blog

Category: Market Commentary

Market Commentary – 10/15/19

The world breathed a sigh of relief last week when the United States and China took a step toward a trade-war truce. Financial Times reported the United States agreed to not increase tariffs from 25 percent to 30 percent on $250 billion of Chinese imports next week. (Current tariffs remain in place, and it is… Read More

Market Commentary – 10/8/19

From trade wars to impeachment inquiries, investors had a lot to ponder during the third quarter. Toward the end of September, they appeared to become more cautious, although it’s difficult to say which issues weighed most heavily. Here are a few questions they may have been asking: Is recession looming closer? While there are signs… Read More

Market Commentary – 9/30/19

They say bull markets climb a wall of worry. Investopedia’s Will Kenton explained the idea like this: “…a bull market isn’t a peaceful place. When times are good, investors are constantly tense, wondering how long they will keep rolling, fretting about when a seemingly inevitable correction will finally put a stop to the market elation…. Read More

Market Commentary – 9/24/19

There’s a new theory in town. Renowned economist Robert Shiller’s new book suggests investors may be able to predict and prepare for economic events by tracking popular stories. Applying the theory might have been a challenge last week. There were so many stories with potential to move markets and affect the economy it was difficult… Read More

Market Commentary – 9/17/19

Where’s inflation? If you enjoy searching for Waldo, the visual nemesis in a red-striped sweater and cap, you may appreciate the quandary of central bankers in many wealthy nations. For almost a decade, they’ve been they’ve been trying to find inflation. Last week, there were reports of a sighting in the United States. The core… Read More

Market Commentary – 9/10/19

Remember the movie Groundhog Day? Bill Murray’s character is a crotchety newsman who lives the same day over and over again. After exhausting other options, he chooses self-improvement and eventually escapes the cycle. The movie came to mind last week when the United States and China headed to the negotiating table. Again. Global stocks rallied… Read More

Market Commentary – 9/3/19

What, me worry? About this time last year, Time Magazine reported on anxiety in America. Almost 40 percent of Americans reported being more anxious than they were the previous year. The performance of stock and bond markets this summer may have pushed those numbers higher. Last week finally brought some relief. It was the best… Read More

Market Commentary – 8/27/19

Have you ever watched a lake in a thunderstorm? Heavy rain pummels the surface. Dark clouds drop the sky closer to the water. Gusty winds crash waves ashore. Up top, on land, damage may occur. Underneath, in the deeper water, things often remain pretty much the same. Last week’s stock market volatility was like a… Read More

Market Commentary – 8/20/19

Don’t let volatility get you down. Last week was the 40th anniversary of BusinessWeek’s infamous cover headline: ‘The Death of Equities: How inflation is destroying the stock market.’ The publication’s current iteration, Bloomberg Businessweek, reported it is still getting grief over the headline and subsequent bull market. In its defense, stocks trended lower for about… Read More

Market Commentary – 8/13/19

Global selloff. Quick comeback. Investors boomeranged from stocks to safe havens and back as trade tensions between the United States and China intensified last week. The Economist reported: “On August 1st President Donald Trump warned that he would soon impose a 10 percent levy on roughly $300bn-worth of Chinese goods that have not already been… Read More