Commentary

Each month, the BCWM Portfolio Management team publishes an Investment Commentary that examines the latest developments in financial markets and the economy. We filter out the noise and present the information most relevant to our investment strategies and management of our clients’ portfolios.

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America: Bigger Than Who is President

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When it comes to politics, there seems to be little you can know for certain anymore. But one thing all of us can absolutely bank on in the future is that we can safely ignore pollsters. Where do they get these people? Apparently once you have completely failed at every possible occupation, you have officially…
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Elections and COVID. . . Can’t Wait for Both to be History

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Only 18 more days until our country experiences the most contentious election in over 150 years. The election of 1864 might have been a tad bit more        contentious . . . . . . but the Trump/Biden election seems to be right up there. A couple of weeks ago we hosted a private webinar for…
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Stock Markets and Presidents

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It is September in an election year and, yes, we are getting the question . . . “What do you think will happen if (the presidential candidate you despise) wins the election?” The answer? We don’t know. But here’s what we do know. What is happening in the world (a.k.a.               geopolitics) is much bigger than the president…
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DON’T TRY THIS AT HOME (we are professionals)

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The wonderful (and dangerous) thing about our business is that it frequently appears to be so simple. And some days it actually IS simple . . . until it isn’t. True story. Back in the good old “dot com” days, we had a client call up and say “I just got a hot tip. I…
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Why Is the Stock Market Going Up When It’s Supposed to Go Down?

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During a recent webinar for the private clients of BCWM, we reminded        everyone that everything you’re already aware of, everything you hear on TV, and everything you read on the Internet . . . . . . is already public information AND is already priced into the stock market. It is often tempting to make…
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