BSW Market Update: GameStop Frenzy a Nonstarter?

BSW Market Update: GameStop Frenzy a Nonstarter?

GameStop. Robinhood. Reddit. Short squeeze. Hedge funds. Should investors be concerned? No, we don’t think so. As recent events have highlighted, certain trends have come to a head and created an environment that, in our opinion, cannot be ignored. The story of how an...

Will the Election Have an Effect on the Market?

Welcome to the 4th quarter 2020. It seems we are entering crazy season. Crazy with a capital C. After watching the first presidential debate, it’s clear that the country is divided. Unfortunately, politics have devolved into a circus-like atmosphere – this at a time...

Q2 Portfolio Commentary & Update: Plinko Anyone?

What is Driving the Market? How can it be? The more the economy degrades and the worse the health crisis gets, the more the stock market goes up! A bottom-line comparison of a June 2020 versus a March 2020 brokerage statement almost washes away that nagging sense of...
On Resilience . . .

On Resilience . . .

  This post is about resilience. Resilience is defined as, “an ability to adapt and recover, often from misfortune, adversity, or change; aka grit.” The C-19 crisis will test our resilience and grit.  It will test us as individuals, as spouses, as parents, as...
On Perspective . . .  

On Perspective . . .  

Schools, gyms, and restaurants are going into lock down, and markets are struggling to find a footing. The illustration below reminds us that once crisis is solved, we turn our attention to the next crisis to come. This is not meant to be glib, but a sobering reminder...
BSW Market Update

BSW Market Update

Investment markets around the world declined sharply (-10%) yesterday. Stocks were down. Oil was down. Gold was down. Even the safe-haven of bonds were down. This is unusual and suggests indiscriminate selling. Indiscriminate selling is both irrational and one element...