Iran Situation
As we are sure you all know, the situation in the Middle East is tense and potentially dangerous right now. This situation would seem to have the potential to disrupt financial markets, but so far we are not seeing many signs of serious dislocation. That could...
China Update #47
In one of our recent client letters, The Chinese Connection, we discussed China’s role on the world stage as the world’s second-largest economy and as an aggressive power seeking dominance in both economic and military matters. The relevance to our financial plans...
FAAAM! – with apologies to Irene Cara
FAANG Big news – Jim Cramer is unceremoniously pulling the plug on Netflix. This obviously destroys the FAANG acronym he created and which we have found useful in describing the phenomenal growth of a handful of “tech” companies: Facebook, Amazon, Apple,...
Be of good cheer!
Here we go! The next 12-month period promises to be among the most interesting runups to an election in a long time. For some, it may also be an alarming and discouraging time. As almost everything gets perceived through a political prism, and media sources take...
The Chinese Connection
Asia is complicated. You might have noticed. China is in the headlines a lot lately, for good reason. But anyone who views the current set of issues as short-term and requiring the usual “kick the can” treatment is missing a lot. We have been “kicking the can down the...
July 4th: A time for celebration and gratitude
Before we get down to business, it is always good to take a moment for the most important things. In 1776 we were blessed with the opportunity to become a free and sovereign nation. Having achieved that, we were doubly blessed when our Founders wrote and adopted our...
Memorial Day 2019
Perspectives on Service, the China Deal, Brexit, Iran and Interest Rates First of all, let’s take a moment on this Memorial Day weekend to honor those who protect our nation and make our lives and liberty possible, especially those who have made the ultimate...
Whiplash!
If we ever needed a demonstration of how the market can throw you a serious head fake, we just got one. After a down Q4, with the month of December being particularly rocky, the first quarter of this year was just splendid. Domestic equities and REITs rose more than...![Well, Wasn’t That Special? [i]](https://teamhewins.com/wp-content/uploads/2019/05/Team-Hewins-Blog-Template-4-1080x500.png)
Well, Wasn’t That Special? [i]
Happy New Year! If there is anyone left who thinks he can predict what the markets are going to do next, I assume he has not been paying attention lately. We had a difficult December, including such a bad Christmas Eve that I felt compelled to write a short note to...
Innovation Update
Contemplating just a few of the amazing things that are changing our world right before our eyes Out with the old, in with the new Our last few letters, written during what we might call the December Debacle, discussed the falling equity markets, and even looked back...
