by Matt Papazian, CFA | Oct 31, 2019 | Investing, Market Updates, Uncategorized
Indicators can inform our understanding of the economy and investment strategy. For example, economic indicators can help explain the stage of a particular economic cycle, market indicators can help explain how the market is behaving, and sentiment indicators can shed...
by Matt Papazian, CFA | Oct 16, 2019 | Investing, Market Updates, The Helm Quarterly Market Outlook
President Donald Trump on January 22, 2018, first enacted tariffs on washing machines and solar cell manufacturers — the first volley in a trade war that now spans almost two years. In that time — 624 days later and up to October 8, 2019, to be exact — the Dow Jones...
by Matt Papazian, CFA | Sep 12, 2019 | Uncategorized
Sailors released, Brexit in a ditch, Huawei purgatory, trade talks about talks to have talks. Are the clouds lifting, or has the damage been done? Stena Impero– Iran has released seven of the British tanker’s 23 crew members. This action has reduced tensions in the...
by Matt Papazian, CFA | Aug 8, 2019 | Investing, The Helm Quarterly Market Outlook
The second quarter of 2019, as seems to be the case with most quarters of the last few years, saw its share of volatility and contradictory data points. For stocks, the worst May in almost a decade was followed by the best June in about 50 years. Any negative data...
by Matt Papazian, CFA | Apr 23, 2019 | The Helm Quarterly Market Outlook
Welcome to Cardan Capital Partners’ fourth edition of “The Helm,” a quarterly market update providing a quick-hit look at general portfolio changes, our read of the markets and what we see ahead. Market update After 2018’s discouraging fourth quarter, Federal...
