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.

investment-commentary

Investment Commentary Sign-Up

Search BCWM Archives

Gas Wars

by

It will probably never get to the point where competing gas stations conduct “gas wars” like they did back in the 60s. Heck, it’s hard to find two stations across the street from each other anymore. But if the price of oil continues to plummet, it may start to FEEL like stations are having a…
Read More

A Tale of Two Stock Markets

by

October. It was the worst of times, it was the best of times. But I’m NOT referring to the Kansas City Royals making it to Game 7 of the World Series (the best of times), leaving the tying run stranded on third base with two outs in the bottom of the 9th inning (the worst…
Read More

KC Royals

by

This past week the Kansas City Royals qualified for the playoffs for the first time since 1985, the year they won the World Series. That 29-year drought was the longest non-playoff drought of any major sports franchise in America. George Brett led the Royals to the 1985 World Championship, and there are many young children…
Read More

Mid-Term Elections and the ECB

by

The nastiness has begun. It’s a mid-term election year and everyone running for office wants to tell you how horrible his or her opponent is. As our country waffles back and forth between our version of capitalism and our version of socialism, it appears that Republicans stand a very good chance of winning back the…
Read More

Ebola & Uber

by

July was ambitiously aiming for another month of stock market gains. Then POW! July 31st wiped out the entire month’s gains and then some. Stocks on U.S. exchanges lost almost 2% in one day, continuing downward the first few days of August. Well, what were you expecting? The stock market is up over 190% since…
Read More