Posts By: Jason Roque

Oil, Oil, and Oil | May 11, 2018

Last week, saw a rise in S&P 500 performance. Will recent momentum evaporate as we move away from earnings season? 1st quarter earnings are projected to increase approximately 24.9%, a strong year over year increase thanks in large part to tax reform. Nearly 80% of companies are beating expectations and…
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Unemployment or Inflation? | May 4, 2018

Photo by NeONBRAND on Unsplash For much of the last decade the focus has been squarely on unemployment and this past Friday was no different… Or was it? Unemployment was released this past Friday and delighted investors with a headline rate at 3.9%. Also impressive was the fact that the U6 rate (measuring…
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The Hole in the Boat… | April 27, 2018

‘Cut taxes’ they said, ‘it will be fun’ they said, nobody told them it could crash the bond market… Tax reform is providing us some much-needed respite from the volatility created by inflation concerns and tariff talk. As we go through the corporate earnings season, 53% of companies have reported…
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The Calm After the Storm | April 20, 2018

Photo by grafixart grafixart_photo on Unsplash Equity prices have stabilized as corporate earnings season has gotten under way. Is it sustainable or just smoke in mirrors like a clever ad from the 60’s? Corporate earnings are barely underway, but with 17% of S&P 500 companies reporting, earnings are projecting at a rate of…
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Rising Tides | April 13, 2018

The markets continued their volatile ways last week, but the S&P managed to muster a 1.99% increase. What caused the tide to change? Trade this It may be a bit premature to say that trade tensions with China are easing, however the markets welcomed a week where tensions did not…
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