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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Don’t Be in a Hurry to Get That Mortgage

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The Fed raised interest rates last week – a big whopping ¼ of 1% – the first increase in almost a decade. We’ve known this was coming for months… actually thought it might have occurred in September, so the increase in December was not a surprise. The only surprise would have been if they HADN’T…
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Fed Does Nothing

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August and September were the kind of months that make you question why you ever invested in the stock market in the first place. Months like August and September make you forget how much money you made in the stock market PRIOR to August and ONLY focus on how much you lost. (Even worse, with…
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The China Sky is Not Falling

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Due to the stock market selloff and extreme volatility we experienced in August, we sent an e-blast last week reminding our readers that this is not 2008-2009 and that the recessionary conditions that loomed then are nowhere to be found today. In 2008-2009: We had a fragile banking system and a major banking crisis. We…
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Republicans Trumped

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I watched the “Republican Candidates Debate” last Thursday evening. This early in the campaign, watching the event is something you typically do when you have no other plans. However, the first Republican debate was some of the better prime time programming shown on television in a while.  Donald Trump was a total wild card and…
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Greece Needs to Switch Conferences

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In the Trains, Cranes and Demographics Investment Commentary, I noted the impressive number of construction cranes I saw throughout Switzerland in April. Cranes are a sign of economic activity and optimism about the future. Although Switzerland was the only place I noticed a plethora of cranes, recent numbers reveal that economic growth has been slowly…
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