Andrew F. Kotuk

33 POSTS

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DIVERGENCE OF CONFIDENCE

Earlier this year for many months the market saw interest rate inflect when the shorter-term treasuries paid a higher rate of interest

PROUD TO BE AN AMERICAN

November 11 is Veteran’s Day and I urge everyone to thank those who served our country past and present. This includes spouses and family members

MANAGERS OUTLOOK FOR 2020

Recent polling shows money managers see trouble ahead. Reasons include: a lofty stock market valuation, a muddy economic outlook and polarized political landscape

FOURTH QUARTER POSITIONS

This week, twenty (20) percent of the companies on the stock market will report their quarterly earnings. So far it seems over eighty (80) percent of those beat analysts expectations. Most companies have lowered their earnings, making it easier to beat.

WHAT WOULD BUFFET DO?

A trade deal done? Phase One underway and stated as very substantial. Wait, China would like additional talks before signing it. Markets surged, then gave back some and settled down. Details have been slowly coming out as have comments and tweets.

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