Posts By: Jason Roque

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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Tweeting Tariff Tantrum

Last week markets continued their rollercoaster ride over trade. Negotiations-vs-Trade War, which is it? Monday The week opened with China retaliating to the US metal’s tariff. $3B in US goods will be tariffed, with an emphasis on US Agriculture–an attempt to target a dependent US industry as steel is counter…
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Taking Aim at Tech | March 29, 2018

Recently tech has been in focus and this held true last week as well. It resulted in the NASDAQ lagging the rest of the major averages, but what does it mean going forward? Two weeks ago, the focus was squarely on the shoulders of Facebook (-7.20% in the last 2…
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