Posts By: Jason Roque

The Hope Trade | April 14, 2017

Over the last two quarters the S&P 500 has grown by 8.23%. Call it what you will, the Trump Bump, or the reflation trade… I ‘m going to call it the hope trade. Earnings had gone through a year and a half long drought leading into the third quarter earnings…
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Pretty Lights | March 31, 2017

Just a week ago it appeared the sky was falling on the reflation trade. As if completely forgetting what happened, the market has since firmed, the dollar has strengthened, and there seems to be indifference to economic risks. Can it last? With the AHCA behind us, the attention now turns…
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The Devil in the Details

Much as expected the Federal Reserve Board (FRB) raised rates last week. So, why did the markets rally and longer term rates fall on the news? Naturally, you would expect markets to retreat as the FRB tightens monetary policy. It usually signals the end of loose consumer spending and less…
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The Party is Over!

Markets have blown through all time highs. Economic activity is running strong. Real Estate is on a seemingly unstoppable growth trajectory. So, how can the party end??? The markets celebrated the eighth anniversary of the bottom of the financial crisis last Thursday, the 9th. For much of those eight years…
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