Cracks in the Wall

I wrote in December widespread market fear and pessimism in the US seemed like an overreaction based on fundamental data.  To be clear, I don't think US stocks are a good bargain, and I prefer emerging markets anyway. But the YTD rally does support my view that the sell-off in Q4 was technical,  and as investors pile … Continue reading Cracks in the Wall

Latest Client Letter

BCM is pleased to share its latest Client Letter with you.  These provide BCM's perspectives on economic and market conditions.  You may access an archive of letters and other content at BCM's website, www.bellwethercm.com. The BCM Team This blog is for informational purposes only. Nothing on this blog represents advice. Investing is inherently risky and involves … Continue reading Latest Client Letter

Latest Client Letter

BCM is pleased to share its latest Client Letter with you.   Client letters provide BCM's perspectives on economic and market conditions.  You may access an archive of letters and other content at BCM's website, http://www.bellwethercm.com. The BCM Team This blog is for informational purposes only. Nothing on this blog constitutes investment, tax, or legal advice. … Continue reading Latest Client Letter

Latest Client Letter

Bellwether Capital Management LLC is pleased to share its latest Client Letter with you.  Client Letters provide BCM's perspectives on the economy, markets, and investing. You may access a copy of the letter along with an archive of letters, and other content at BCM's website http://www.bellwethercm.com.  Thank you, and please feel free to contact BCM with any questions or … Continue reading Latest Client Letter