The heightened volatility in the capital markets this year has been due, in part, to concerns surrounding the possibility of another recession. While some economic data, such as Gross Domestic Product (GDP), are pointing to signs of an economic slowdown, there is one important number showing optimism that investors should keep an eye on: Continue reading “It’s All About the Jobs!”
Below, we share a letter sent to our clients with our thoughts on China, the recent market volatility, and our outlook:
Dear Valued Client,
Given the heightened market volatility in recent weeks, I wanted to take some time to provide our thoughts on recent market dynamics and our view going forward.
As of the end of April 2015, over the prior six year period, the S&P 500 Index has risen an eye-popping 170.84%, a remarkable feat by any standard. Yet, even more intriguing than the magnitude of the market’s post-crisis rise has been the way in which it has gone about it, Continue reading “Time To Ring The Register & Rebalance”
A commonly observed phenomenon that takes place within the retail gasoline market is the asymmetrical way in which gasoline prices adjust to changes in crude oil prices. While there is a general belief that gasoline prices should adjust proportionately and symmetrically to crude oil’s price movements, this is actually a misconception.
If you follow financial news, you’ve probably heard many references to "the Fed" along the lines of "the Fed did this or that," or "market watchers are wondering what the Fed will do next." So what exactly is the Fed and what does it do, anyway?
Condor Capital has recently initiated a position in Whirlpool Corporation (WHR) in some of its clients’ portfolios. Whirlpool is the largest home appliance manufacturer in the world, with a portfolio of brands that includes Whirlpool, Maytag, KitchenAid, Brastemp and Consul.
Condor Capital recently initiated a position in Check Point Software Technologies (CHKP), a leading provider of internet security products for businesses and consumers, in the Large Cap Growth Strategy.
In the wake of the recent financial crisis, central banks across the globe have taken extraordinary measures in an effort to avert financial calamity and spark economic growth. Five years after the collapse of investment bank Lehman Brothers, central banks’ policies continue to play a critical role in the direction of economies around the world. While it is important to consider how a country/region’s monetary policy impacts its home market, looking at their actions in aggregate can have a material impact on investment decisions regarding markets far away.