4Q 2019 Market Letter
MARKETS ROAR INTO THE TWENTIES! Laying out the blueprint for this quarter’s commentary in late-December, the first thing I did was promise myself not to use…
Read MoreHow low will the Fed go?
With the third quarter point rate cut to the Federal Funds Rate since the end of July, what is the Fed now conveying to the market…
Read More3Q 2019 Market Letter
I HAVE TO ADMIT IT’S GETTING BETTER (IT CAN’T GET NO WORSE!) Actually, as far as the global economic data is concerned, it can, it is,…
Read MoreLawrence Hood and Pacific Portfolio Again Named as one of America’s Top 100 Independent Financial Advisors by Barron’s
Larry Hood, Founder and CEO of Pacific Portfolio, was honored by Barron’s as one of America’s Top 100 Independent Financial Advisors for the fifth consecutive year….
Read MoreJust A Minor Forty-Niner
It’ll Get Worse Before It Gets Better Given a continued global economic slowdown within what we view as a late-cycle expansion, we continue to monitor closely…
Read MoreInversion Diversion
Blink and You Might Miss It You certainly could be forgiven for having overlooked the event itself; we are, after all, talking about mere basis points…
Read MoreWhy Invest in International Markets?
Incorporating international equities into a portfolio has long been considered best practice to achieving investors’ goals. However, with the US market being the clear leader in…
Read More2Q 2019 Market Letter
THE PLOT THICKENS While even this summer’s most action-packed blockbuster will ultimately deposit a physically- and emotionally-drained audience back into its seat as the lights come…
Read MoreUpdate on the Current Macro Backdrop
New Fronts in the Trade War? Market stress levels have risen considerably over the past month or so since Presidential tweets first began to make clear…
Read MorePacific Portfolio Consulting honored for its Corporate Philanthropy Efforts
Pacific Portfolio was recently recognized, for the second consecutive year, as one of the 2019 “Top 75 Corporate Philanthropists” in the small-size company category by Puget…
Read MoreARE MARKETS PRICING IN A “TRUMP PUT”?
On Sunday May 5th, President Trump announced on Twitter that trade talks between the US and China had stalled because China had tried to renegotiate already…
Read More1Q 2019 Market Letter
WE’RE GONNA PARTY LIKE IT’S YOUR BIRTHDAY Having closed out 2018 with one of its worst quarterly showings since the financial crisis, the ongoing bull market…
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