Mark Stys4 days ago3 minStock Market Correction or Bear Market? Time will tell, but we think we’re in a correction, here's why. Over the last 100+ or so years the average large stock market correction...
Mark StysFeb 73 minEconomic Re-acceleration Coming?The current level of pent-up demand in the US economy is one rarely if ever seen. The US entered 2020 with a drawn down in inventories...
Mark StysJan 63 minWhat’s next for home prices?The US Home Price Index saw unprecedented growth from mid-2020 thru 2021. Demand was outstripping supply for numerous reasons: below...
Mark StysApr 27, 20212 minTrucking 'Tightness' Points to Big Economic Growth - and Higher PricesHow tight is the need for trucking to move goods nationally? About the tightest on record. In the chart below we can see that trucking...
Mark StysNov 5, 20202 minWho Owns US Government Debt? Mostly AmericaWith the election too close to call and therefore the next level of government stimulus spending still unknown we thought it would be a...
Mark StysOct 27, 20201 minThe Challenge AheadRegardless of who wins the election, getting the economy hitting on all cylinders will be a challenge based on Covid restrictions (some...
Mark StysOct 14, 20201 minIt's a Confidence ThingSentiment tends to drive behavior. As people feel more confident in their outlook for their sports team, their country, their...
Mark StysOct 7, 20203 minIs the Federal Reserve's Next Issue a Convexity Trap?Convexity relates to the interaction between a bond's price and its yield as it experiences changes in interest rates. In general, the...
Mark StysSep 23, 20202 minUsing Price/Earning RatioThere are numerous technical and fundamental indicators one can use to try to determine if the market is anywhere from cheap to...
Mark StysSep 15, 20202 minAn Uneven Asset Class Recovery - CREWhile we are positive on the long term outlook for the US economy and investment markets, the recovery and risks over the short to...
Mark StysSep 1, 20204 minInflation and the Federal Reserve’s New PolicyThe Federal Reserve Bank Chairman announced a change in interest rate policy last week. The new policy's new goal is that “following...
Mark StysAug 25, 20203 minThe Double Boom - Part 2: Housing In our last post, we discussed the expected increase in economic activity we should see from inventory building due to the very low...
Mark StysAug 18, 20202 minThe Double Boom - Part 1: InventoriesWhile the shape of the recovery from Covid has been discussed at length, it is the shortages in inventories and housing that are going to...
Mark StysAug 11, 20204 minIt's 'Different' this Time...Most marketplaces are undergoing constant evolution, but sometimes there is 'revolution' - instances where an outside force can actually...
Mark StysAug 3, 20202 minWhy Due Diligence Matters...We were having an investment discussion recently on risk and opportunities based on the economic and business numbers we have seen due to...
Mark StysMar 17, 20202 minThe Stock Market and the Long RunIn the long run, the stock market is about where it should be. At the peak of the previous bull market in 2007, the S&P 500 reached an...
Mark StysMar 6, 20201 minMore great BC economic numbers that don't matter - for now The employment report for February came in far stronger than expected and with the upward revisions January 'shocked' many. We weren't...
Mark StysFeb 24, 20202 minDon't Panic!Don't panic over Coronavirus and the drop in the stock market. As of Friday's close, the S&P 500 was up 3.61% for the year. We've known...
Mark StysFeb 19, 20202 minDoes a Pop in PPI Signal Potential Inflation? The PPI data released today came in much higher than expected on both a month over month (MoM) and year over year (YoY) basis. While one...
Mark StysFeb 7, 20202 minHere comes the Boom - Part 2The Employment Report for Jan 2020 further convinces us that a secondary boom in the US economy has begun. Virtually every economic...