Written by: Trek Investment Committee From looming government shutdowns to resilient economic indicators, we explore the volatile terrain investors should watch as we approach year-end. As we continue to navigate 2023, we face a set of compelling developments. One…
The 3-minute quarterly updated and insights for quarter 2 of 2023. After a strong start to the year, stocks shrugged off bank woes, debt ceiling gridlock, and recession jitters to turn out a powerful Q2 performance. Is the bear…
Written by: Trek Investment Committee Recessions. Are we going to see one? Inflation and interest rates have been the long running story for quite a while now, showing historically high inflation cast a pall over the economy…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial Despite being short, last week was full of market activity. Fed Chair Powell reiterated that more rate hikes were coming owing to a robust labor market. He added that…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial 2022 may seem like a long time ago, considering it was nearly six months ago. It was a challenging year for investment portfolios focused on just stocks and bond…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial As regional bank pressure persists with the latest failure of First Republic Bank, and nearly a month and a half after the failure of Silicone Valley Bank, markets seemed…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial After the Federal Reserve bank hiked interest rates over 4.75% in roughly a year, the banking industry has shown signs of challenges. Silicon Valley Bank (SVB) was seized by…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial Last week was certainly busy in the markets, with two themes playing key roles in the potential direction of markets this year. The first being the Fed. The Fed…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial As we head into the end of 2022, most investors can probably agree that it has been a very difficult year in the market. And as we look forward…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial Bear markets are not fun for most investors. Emotions are often running high and worry seems to be the only market emotion. Various emotional temptations seem to endlessly attack.…