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4th Quarter 2019 in Review

This last year we saw a divergence between confident consumers and wary businesses. However, we believe the business concerns will lessen due to the truce in trade disputes with China and the thought manufacturing may pick up in the next few months. Christmas sales show the consumer remains upbeat as the shopping spree rolls on.

On the stock market front, valuations are extremely elevated which makes the market vulnerable to some volatility. Fortunately, the momentum of the stock market is still positive. Overall, we anticipate modest gains in the market and we may see some rotation into finance and energy sectors.

In the bond market, we may see a pickup in yield as economic growth improves. We don’t see the Federal Reserve Bank (FED) tightening in an election year, but rather see an expansion of the FED balance sheet to help take care of the Repo (repurchase) market liquidity issues.

Market Outlook

During the last few months of 2019 we saw value investing closing the gap on the growth style. We believe this will continue as the late economic cycle progresses. We also saw a revival in small stocks which we think will carry forward into 2020. Furthermore, we see some opportunities in overseas markets.

We wish you a Happy and Prosperous New Year.


Opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendation for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.
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Market Update June 2019 
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Market Update March 2019 
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Market Update December 2018 
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Market Update September 2018 
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Market Update June 2018 
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Market Update March 2018 
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Market Update December 2017 
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Market Update September 2017 
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Market Update June 2017 
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Market Update March 2017 
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Market Update December 2016 
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Market Update September 2016 
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Market Update June 2016 
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Market Update March 2016 
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Market Update September 2015 
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Market Update June 2015 
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Market Update March 2015 
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Market Update December 2014 
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Market Update September 2014 
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Market Update June 2014 
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Market Update March 2014 
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Market Update March 2013 
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Market Update December 2012 
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James Economic Outlook 2013 
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Market Update September 2012 
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Why Own Bonds? March 2012 
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Market Update December 2011 
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Market Volatility August 2011 
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How to Offset Inflation May 2011 
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Market Update September 2011 
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No American Default July 2011 
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Economic Slowdown June 2011 
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Topping Markets January 2010 
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New Stimulus Won't Cure Economic Woes July 2009 
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Rally at Hand December 2008 
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Weathering the Storm
October 2008
 
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Buy Stocks Mar 2008
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No Quick Fix Jan 2008 
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Further Declines Ahead July 2007 
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James Economic Outlook 2012 
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James Economic Outlook 2011
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James Economic Outlook 2009
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James Economic Outlook 2008
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James Economic Outlook 2007 
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James Economic Outlook 2006 
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James Economic Outlook 2005 
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James Economic Outlook 2004 
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