At the start of the 2nd Quarter, Oakworth’s Investment Committee made a number of predictions for the quarter. Here are a few of them: Analysts and investors will have a hard time putting a comfortable valuation…
Category: Quarterly Economic Updates
As you know, the coronavirus derailed the longest US economic recovery/expansion on record AND stopped the bull market cold in its tracks. Let’s hope investors regain and keep their composure in the 2nd Quarter. Also, let’s…
A Quick Look Back at Another Good Quarter and a Fantastic Year At the beginning of 2019, we told clients to expect a decent, positive year in the markets with one caveat: it would probably…
The 3rd Quarter of 2019 was almost a copy of the 2nd, only slightly less so. Both had bad months (August and May) sandwiched in between a couple of good months. However, May was worse than…
The 2nd Quarter of 2019 wasn’t quite as strong as the 1st, but the markets still managed to post solid absolute returns. After a horrible month in May, investors climbed back on the rally bandwagon in…
In last quarter’s newsletter, I closed this section with the following: “although the markets will likely be more volatile than most of us would like in 2019, the worst of the market panic is likely behind…
Investors overreacted during the 4th Quarter, but for understandable reasons. There has been a lot of ‘uncertainty’ in the markets, and no one likes uncertainty. Unfortunately, all these worries seemed to hit at a time when…
As the last several weeks have demonstrated, the current economy and markets are not for the faint of heart. We will continue to see volatility, which will be exceedingly unpleasant at times, for no other reason…
As a general rule, I liked roller coasters when I was a kid. The Great American Scream Machine at Six Flags Over Georgia was a favorite, as were just about any other traditional wooden ones. If…
The roller coaster ride in the markets we predicted for 2017 finally happened during the 1st Quarter of 2018. So which is the more appropriate? The easy money of January or the tribulations of February and…