by Marshall Schield | Feb 10, 2021 | How I See It
The “Oracle of Omaha,” Warren Buffett, has been warning investors about bonds for the past decade: “Right now bonds should come with a warning label.”—2011 Berkshire Hathaway shareholder letter While the safety of investments in things like bonds are...
by Marshall Schield | Aug 12, 2020 | How I See It
The market has already rallied sharply off the lows from earlier this year, but history shows that more gains—maybe another 20% or 30% or more—may be on the horizon. Is the recession over? It became apparent in early June after the release of the April...
by Marshall Schield | Jun 10, 2020 | How I See It
Or will it become a fatality of COVID-19? The prognosis remains unclear, but we believe the bull market will return healthy and ready to run. The big risk is that the economy will fail to respond significantly to the massive fiscal and monetary...
by Marshall Schield | Feb 19, 2020 | How I See It
“China is the biggest driver of global growth so this [coronavirus] couldn’t have started in a worse place,” said Alec Young, managing director of global markets research at FTSE Russell, to CNBC at the end of January. “Markets hate uncertainty, and the...
by Marshall Schield | Dec 11, 2019 | How I See It
‘Don’t fight the tape’ and ‘don’t fight the Fed’ It’s that time of the year again—time to make resolutions, budgets, or (in the financial business) an outlook for the coming year. In hindsight, the STIR Research 2019 Market Outlook for a 25% gain in the...
