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Economic and political backdrop Stocks recorded their worst day of last week on Wednesday, with the S&P 500 touching its lowest level in three weeks. Many attributed the sell-off to a speech by Federal Reserve Chair Jerome Powell, in which he said the economy was “subject to significant downside risks” in the months ahead andContinue reading “The Week in review-US Financial markets”

Selectivity is critical to positioning for energy’s recovery rally Marek Bielec , Portfolio Manager Key Insights We see the potential for a powerful, countercyclical rally in oil prices and energy stocks over the next 12 to 24 months. We expect the secular bear market in oil to persist over the long term, driven by ongoingContinue reading “Oil Shock Requires Deft Investing Touch”

Back in 1923, two brothers named Roy and Walt embarked on building a cartoon studio (originally named Disney Brothers Cartoon Studio). After several years of so-so results, Walt had the idea for a mouse character named Mickey. The mouse’s success began to take off with the animated short film Steamboat Willie. That is, until it was slowed by a black swan eventContinue reading “Steamboat Willie”

High yields create long-term opportunities for investor Key Insights We have upgraded our outlook for emerging markets (EM) debt on the basis of historically high yield levels and growing macro support EM debt could be a profitable investment over the medium to longer term despite ongoing coronavirus-related concern. We believe EM debt’s history of quickContinue reading “EM Debt Outlook Improves Following Extreme Volatility”

Learn about the help provided to individuals and businesses affected by COVID-19. Key Takeaways The federal income tax deadline for filing 2019 tax returns has changed from April 15 to July 15, 2020. The deadline for making 2019 IRA and HSA contributions has also been moved to July 15, 2020. Required minimum distributions (RMDs) fromContinue reading “Nine Things to Know About the COVID-19 Stimulus Bills”

In today’s volatile market, deploying your retirement funds into high-quality compounding stocks after sell-offs can be a highly profitable decision long-term. Plus, with our IRA Rollover Award, we offering significant awards (up to $13,000) for rollover transfers to a EXM IRA.  Getting started is easy. Just send an email with your latest  IRA/401(k) statement to support@exmcapitals.com. Our IRA Concierge willContinue reading “Get up to $13,000 when you roll over”

Charles Schwaab, Chief Economist Key Insights I’m anticipating a contraction in economic activity over the first two quarters of 2020 that roughly matches the longer decline over the financial crisis. When shuttered industries and shut‑in workers can start the transition back to normal life—probably sometime in May—growth should resume. Solid pre‑virus underpinnings in the businessContinue reading “Recession 2020—Deep but Short Tracking the COVID-19 shock”