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Yesterday Was A Very Important Day

Posted by Date Posted: April 06, 2017 Posted in Uncategorized

As of 2PM yesterday, the Fed-led party officially ended.  The “Trump Trade” has been in play since his election.  However, in the long-run, fundamentals matter more than sentiment.  Yesterday, fundamentals trumped sentiment.   Yesterday Was A Very Important Day

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Riding the Razor’s Edge

Posted by Date Posted: March 22, 2017 Posted in Uncategorized

Since Trump’s election, investors have been expecting higher economic growth.  A significant portion of his platform surrounded lower taxes, lower regulation and replacing a costly Obamacare – all items which would spur economic activity.  Since taking office, the President has made several proposals which now seem to be on shaky ground.  This balance between investors expectations…

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Trump’s Market Performance Expectations

Posted by Date Posted: January 18, 2017 Posted in Uncategorized

As we approach Trump’s inauguration, questions abound.  Is Trump a Republican like other Republicans?  Or, is Trump different and nothing can be taken for granted?  As we wait for the future to arrive, perhaps all we can do is make a few assumptions while examining prior Presidencies to guide our expectations for the market’s return during Trump’s…

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The Dilemma

Posted by Date Posted: December 27, 2016 Posted in Uncategorized

As investors, we are often caught between two (or more) competing, and perfectly plausible, scenarios.  Believing one more than the other we make decisions and take action.  However, more often than we like, the alternative scenario comes true and our allocation decisions either thrive or die as a result.  Here, I examine two such scenarios…

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Trump Policy Analysis

Posted by Date Posted: November 21, 2016 Posted in Uncategorized

Ignoring any political or social controversy (discussion even) surrounding Trump’s election, I examine the implications of Trump’s proposed major policies on the economy and stock market.  While it is unclear whether he will be a success or failure as a President, one thing is clear – the market likes what it hears… so far.   Trump…

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Don’t Panic

Posted by Date Posted: September 09, 2016 Posted in Uncategorized

In the event you hear news on today’s market activity, try to remain calm.   In summary, US markets were down today (S&P 500 -2.45%, Down Jones -2.13%, NASDAQ -2.54%).  Eunoia was down roughly 1% and emerging markets down slightly less (0.80%, although many emerging markets were already closed before the US opened).   Today’s…

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Eunoia Financial Investment Philosophy Explained

Posted by Date Posted: September 02, 2016 Posted in Uncategorized

To simplify and graphically depict the investment philosophy of Eunoia Financial LLC, I have created the following.  It is my hope that this will facilitate a deeper understanding of the steps taken on behalf of our clients.  While no presentation can be complete, the enclosed accurately depicts the broad outline as well as the individual…

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Update – Knowing, Not Knowing and Forecasts

Posted by Date Posted: August 26, 2016 Posted in Uncategorized

I have updated this piece to reflect an omission from the original which should have included a brief discuss on why I chose eight years for the valuation component to revert to its historical average and the impact of selecting different years on expected returns.   Market Forecasting – Update

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