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 Sign-Up

Search BCWM Archives

The Supremes

by

The United States Supreme Court recently heard arguments regarding the Patient Protection and Affordable Care Act… also known as Obamacare (you can read all 906 pages of it at http://www.gpo.gov/fdsys/pkg/BILLS-111hr3590enr/pdf/BILLS-111hr3590enr.pdf). At issue is whether it is constitutional to enact a law forcing every citizen to purchase health insurance… or pay a fine/tax/penalty if they don’t.…
Read More

Beware the Ides? Not this March

by

I’m a little late posting my Investment Commentary for March. I've been waiting for something to write about. I have become used to disaster and excitement. The world has become eerily quiet and uneventful. No dictatorships have been overthrown lately, Syria notwithstanding (they’re working on it). Occupy Wall Street has become “Go Back Home and Occupy Mom…
Read More

Class Warfare? The Speech Obama should have Delivered

by

When President Obama was running for election four years ago, part of his campaign theme had to do with the unification of America. You know, bring everyone together as patriotic Americans against common enemies and for common causes. Ironically, his attempts to increase taxes on “the wealthy” have not resembled anything remotely similar to unification…
Read More

A Lot of Noise for Nothing

by

You’re standing at the front of the line as the previous riders come gliding back into the boarding station. You saw them depart a few minutes earlier, a look of calm hiding their anxiety. And now you see them return, wild-eyed, frightened and relieved to have the ride behind them. Some of them vow to…
Read More

That was the DEAL!

by

You may have seen this commercial on television. It is sponsored and paid for by AARP (American Association of Retired Persons). I don’t remember all the details of the commercial... just that it featured a series of senior citizens each imploring the viewer to contact his/her congressional representative for the purpose of making NO changes…
Read More