August 10, 2017

Last week there was a lot of hullabaloo in the financial press about the fact that the Dow Jones Industrial Average breached the 22,000 level.  We chose not to add to the amount of coverage in part because the Dow is a relatively meaningless index (the Dow measures the...

January 31, 2017

We’ll start with a preamble. Since the election, one of the big difficulties we’ve had in our discussions with clients about the economy and financial markets is disentangling political feelings from non-partisan analytics. In any election, it’s natural for backers of...

November 15, 2016

"Market timing can completely eliminate the long-term advantages of investing in the first place" - Scott Lummer, Savant CEO, CIO

Highlights: 

  • Very little is known about specific new economic policies that will be undertaken

  • Recent growth in GDP and forecasts of...

November 9, 2016

Highlights:

  • Worldwide stock markets initially fell by 5% overnight as a reaction to the presidential election – however they rebounded throughout the night and this morning

  • We expect continued stock market volatility over the next few months as the new economic...

June 27, 2016

Last Thursday, British citizens voted to leave the European Union. On Friday and today, various national stock market  s declined in value, as they typically do after events that cause uncertainty. This post will discuss short and long term ramifications for U.S. inves...

February 9, 2016

We believe that over the long-term, public stock and bond markets are rational.  That means that while there are advisable strategies that help investors achieve their long-term goals, there is no magic “get rich quick scheme” caused by a fundamental mispricing in the...

January 28, 2016

Let’s start with some basic economic logic. Suppose the price of a product you regularly buy drops by 70% over an 18-month period. Is that good news or bad news? This commentary will focus on why that simple logic hasn’t shown up lately with respect to the stock market...

August 24, 2015

Over the past week, market volatility has been building up. And this morning, it exploded. Minute by minute movements this morning were more extreme than most daily movements over the past four years. Many analysts point to concerns over the Chinese economy; however, o...

August 13, 2015

It’s been an interesting market over the past few weeks. As we discussed in our 3rd Quarter Outlook, market movements in late June and early July were largely driven by concerns about the Greek economy. We stated then that while important to Greece and its major tradin...

May 4, 2015

You know us at Savant – we typically claim that we cannot predict the future. But we’re going to surprise you today – there are a series of events that definitively WILL happen in the future. Those events are:

  • There will be a market correction, meaning a decline in...

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