China Needs A Deal Now (Radio Interview)

November 18, 2019

On this morning’s Trey Ware Show, Karl & Trey discussed the new highs in the stock market and why China needs a trade deal more than the U.S.

Your Brain on Money – Hindsight, the “Knew-It-All-Along” Bias (Text)

November 18, 2019

by Justin Pawl, CFA, CAIA

The results of an election. The 9th inning home run to win the game. The stock a friend told you was a sure thing falling by 50%. Each time is different, but in situations like these in our lives, most people hear themselves saying, “I knew it all along.”

5-Minute Huddle: Markets Up, Data Down (Blog)

November 18, 2019

By Justin Pawl, CFA, CAIA

Inside this week’s edition:
· Shipping Sinks. Declining cargo volume at two U.S. ports reflect impact of trade war.
· Credit Cracks. Recent losses in CLOs, a harbinger for high yield investments?
· Bright Note. Global growth bottoming?

What Is The Dow Jones? (Television Interview)

November 17, 2019

Often quoted, but often misunderstood, the Dow Jones has been around over 100 years and is used as a gauge of the health of the overall stock market.  But, is it the best representation?

Be Careful What You Read (Audio Podcast)

November 16, 2019

On this episode, Karl discusses why things aren’t always as good or as bad as they seem. When doing your investment research, use multiple sources.

Also, evidence is mounting that China needs a trade deal more than the U.S.

5-Minute Huddle: Taxes Bite (Text)

November 11, 2019

By Justin Pawl, CFA, CAIA

· Last Week Today. A summary of impactful news on financial markets and the economy.
· Special Note. Veterans Day. #Heroes.
· Taxes Bite. The effect of repealing the 2017 corporate tax cuts.
· Bulls on the Run. Surprising level of market enthusiasm at one financial powerhouse.

Easy Ways To Safeguard Yourself Today (Audio)

November 9, 2019

On this episode, Karl discusses whether or not this rally can continue and the big change in interest rates. Plus, cyber security is on the rise and Karl shares some valuable tips on ways to protect yourself.

5-Minute Huddle: History Rhymes

November 4, 2019

By Justin Pawl, CFA, CAIA

· Last Week Today – A summary of impactful news on financial markets and the economy.
· History Rhymes – Parallels between the 1990 and 2010 decades.
· Pregnant Pause – The Fed signaled it’s on hold.
· Employment Report – Big headline, but weak under the hood.
· Bulls – A couple of indicators show the stock market has room to go.