Monthly Archives: January 2017

Monthly Recap: January 2017

Unexpectedly, trading volumes retreated as Trump’s inauguration approached.  The market volatility that was supposed to accompany the new president was absent as market pundits celebrated ‘Dow 20,000’ on 25-Jan-17.  Though we find the number rather meaningless, the fact that markets have continued to rise, along with valuations, renews the need for caution.  The recent rally, …

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Newsletter: Volume 14, Issue 1, January 2017

Trump Win Sends US Market to Record Levels – North American equities ended 2016 on a high note.  Donald Trump’s Presidential win, a rate hike and a pickup in global economic activity were catalysts for risky assets. The US election sent US stocks (especially small-capitalization companies) surging while a strengthening US dollar pressured emerging markets. …

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