Commentary

Each month, the BCWM Portfolio Management team publishes an Investment Commentary that examines the latest developments in financial markets and the economy. We filter out the noise and present the information most relevant to our investment strategies and management of our clients’ portfolios.

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Equities Survive Pandemic…So Far

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OK, when we’re wrong, we’re wrong. A year ago, we predicted that Nicolas Maduro wouldn’t make it through the year as Venezuela’s leader. At the time, Venezuela had an inflation rate of 10,000%, and 85% of the population lived in poverty. Things are not much better today. But somehow Maduro is still making the rules…
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Brief “War” a Mere Blip in this Bull Market

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After ten years, the economic expansion in the United States continues.       Unemployment remains extremely low, and the holiday shopping season showed that the American consumer is in the mood to spend. And the stock market appears to “want” to go higher. Why do we say it seems to want to go higher? Look at what…
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Hindsight is 2020

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Here we are at the end of another decade, one that seems to have passed   rather quickly, as trite as that may sound. Ten years ago, our Investment   Commentary noted that the period of 2000–2009 resulted in a negative rate of return for the stock market. It’s rare that you experience any period of that…
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Something for Nothing

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Back in the day, stock brokerage firms could charge an arm and a leg when helping you purchase or sell shares of stock. And they did. Sometimes more.
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The Tweet Effect

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This just in . . . Drone strikes on a Saudi Arabian oil facility over the weekend sidelined more than half of the kingdom’s output and removed about 5% of the global oil supply from the market. It is the biggest one-day oil disruption in history.
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