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Economic Commentary

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Economic Commentary from Global View Investment Advisors.

Investment Newsletter

Investment Newsletter June 1, 2016 Executive Summary In our last letter, we suggested that the stock market might start to once again behave as we would expect by trading more on fundamentals than on momentum.  We are happy to report that this changing of the guard appears to be taking…

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2015 End of Year Letter for Public

Executive Summary: While listening to market forecasts may be entertaining we are convinced that only fundamentals matter to long-term performance and that fundamentals are bound to return to the markets. While the last several years have been excellent for US stock market indexes like the S&P 500 (until this year)…

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Market Update

Brief Summary The last five years have been good for US stock large cap indexes but hardly anything else. The period from 2011-2014 was an outlier, where US stock large cap indexes rose well ahead of their fundamentals.  This period has come to an end.  Few investors know that, in…

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