Author: Tandem Investment Partners

Market Commentary – Second Quarter 2017

Key points in the market commentary include the market’s nearly straight up move of 36% since February of 2016, the Federal Reserve and its efforts to normalize both interest rate and its balance sheet, along with potential risks to the US economy and equity markets. Read the full 2017 Q2 Market Commentary for more… 2017

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Market Commentary – First Quarter 2017

Key points in the market commentary include the recent Federal Reserve hike in interest rates, continued positive news on the US economy and some potential headwinds facing US equity markets. Read the full 2017 Q1 Market Commentary for more… 2017 Q1 Market Commentary

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Market Commentary – Fourth Quarter 2016

Key points in the market commentary include the 2016 election and subsequent market returns, our thoughts on a Trump presidency, and a “back in the news” Federal Reserve. Read the full 2016 Q4 Market Commentary for more… 2016 Q4 Market Commentary

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Market Commentary – Third Quarter 2016

Key points in the market commentary include the belief that Central Banks have lost their ability to control markets, our expectations that earnings growth is on the cusp of resuming, and a brief look at the 2016 elections. Read the full 2016 Q3 Market Commentary for more… 2016 Q3 Market Commentary

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Market Commentary – Second Quarter 2016

Key points in this market commentary include the recent vote by Great Britain to leave the European Union, our belief that interest rates will remain lower for the balance of 2016, and our search for earnings growth in a stagnant economy. Read the full 2016 Q2 Market Commentary for more… 2016 Q2 market commentary

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Market Commentary – First Quarter 2016

Key points in this market commentary include the wide swings in stock prices during the first quarter, continued sub-par economic growth and why we believe interest rates will remain lower for longer. Read the full 2016 Q1 Market Commentary for more… 2016 Q1 Market Commentary

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Market Commentary – Fourth Quarter 2015

Key points include the recent Fed interest rate hike and why we believe the Fed will move slower than most currently expect. We also comment on the growth issues in China, bifurcated market performance during 2015, and why we think earnings growth could rebound in 2016. Read the full 2015 Q4 Market Commentary for more…

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