By John C. Ogle | jcogle@atlaspwm.com
It certainly has been a challenging time, and we look to the future in anticipation of better times ahead for all of us.
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In Times of Uncertainty, Respect the Lessons of Time
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The Fuel that Propels the Markets – Observations from Q2 Earnings Reports
By John C. Ogle | jcogle@atlaspwm.com
Looking ahead, the consensus estimate has earnings growing about 20% in both the 3rd and 4th quarters of this year. If true, this could serve to put a firm floor under current market levels and provide the launch pad for future advances. This does not however indicate that stock prices can be expected to increase by this factor in the coming months.
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Investor Behavior: Forgotten Truths and Open Secrets in Investing
By John C. Ogle | jcogle@atlaspwm.com
In this piece, we’ll take a look at some of the misconceptions that are common in the investment arena.
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An Economy in Bloom
By John C. Ogle | jcogle@atlaspwm.com
Having seen markets rebound so well over the last year, insightful investors will refocus their work on looking toward the future. We at Atlas are no different.
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Q1 2021 – Bonds Down, Stocks Up. But That’s Not the Whole Story.
By John C. Ogle | jcogle@atlaspwm.com
We at Atlas have learned some valuable lessons in the last year, re-learned others, and feel encouraged about the future.
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Spring Has Sprung and Interest Rates Climb
By John C. Ogle | jcogle@atlaspwm.com
Ability to “listen” to the markets assumes an understanding of what drives certain indicators. As we know, pure interest rates (such as U.S. Treasury Rates) are driven by two factors: economic growth expectations, and expectations for the rate of inflation.
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Surveying The Battle Field – What We Learned About Investing In 2020
By John C. Ogle | jcogle@atlaspwm.com
As we continue navigating this climate, we look forward to bringing you these types of communications and aim to answer the questions of the day.
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What’s Next? Post Election Thoughts on the Markets
By John C. Ogle | jcogle@atlaspwm.com
On a very macro level, we think that there will be a modest market reaction to the election in the coming weeks. Markets like gridlock in Washington, and with the potential for a divided Congress, we think the eventual political landscape will impede immediate implementation of at least two of the more noteworthy Biden policy initiatives.
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May You Live in Interesting Times
By John C. Ogle | jcogle@atlaspwm.com
This year has been like no other, and at Atlas we’re preparing for what will no doubt be an interesting few months of political, economic and social give-and-take.
