A Month of Gratitude

(Edited by Melody Cui) After a small dip in the stock market during Q3 2021, we saw the largest year-to-date monthly return in the S&P 500 index. The stock market has been undergoing a breakthrough across asset classes and sectors. Will the upside momentum hold up towards the end of…

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China’s Real Estate Crunch and US Economy

(Edited by Melody Cui) Since October last year before the general election, the US stock market rarely dropped in any single month, until in September 2021, when the S&P 500 index pulled back about 5%.   It seems that the market is facing a series of problems: rising inflation, China’s showdown…

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Positioned to continued US economy growth

The long summer is approaching its end. Kids are going back to school. Restaurants are bustling with guests. Finally, our life is getting back to normal, even though the Delta variant of Coivd-19 is still rampant in other parts of the worlds. We’ve also come to a point that we…

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The pitfall in investing in emerging market

Though we’re barely past halfway through the year, the stock market in US is much calmer compared to 2020. Despite some resistance for the vacinnation, the economy has gradully reopened,  and unemployement rate have dropped. The stock market has been upbeat, with S&P 500 having six monthly gain in a…

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Inflation Revisit

One of the most frequently used words of 2020 was COVID-19. This year, it is inflation. Unsurprisingly, as a lot of headlines and essays are discussing this topic, it is important we revisit it. Last time we analyzed future trends, such as the aging population, resumed globalization and technology innovation,…

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Out of the Shadow

This month I would like to forward the client letter from Jeff Buchbinder, CFA, Vice President, Equity Strategist of LPL Research for you to view. I think it's right in time and offer helpful insights into the current market. Dear Valued Investor,As the calendar has turned to May, the popular…

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Tax Reform and Regulation

After a volatile second month due to rising fear of inflation, the market is seemingly calming down as high valuation stocks claw their way back up. The general assessment of the inflation situation now shared by the market and expressed by FED Chairman Jerome Powell is that the central bank…

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Bond Market Vigilantes

One year ago, a rapidly escalating virus brought the world to a stop, shattering the financial market. The prices of almost all risky assets plummeted, except for those of Treasuries.  Fear of deflation and recession gripped everyone’s hearts.  Now, due to the approval and distribution of effective vaccines, people have…

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Upside Surprise?

You’re probably aware of the US stock market’s recent frenzy. In many situations it’s dangerous to bet against the consensus view baked into the price of the financial market.  Currently the US stock market looks like it’s priced for perfection. With the distribution of the COVID vaccine accelerating and the…

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Let’s have a fresh start in Year 2021!

Happy New Year!  We cannot wait to see a fresh start in 2021! Looking around the world and our states, we are still mired in the darkness of the severe pandemic once in one hundred years. But there are some good news both from vaccine side and from economy frontier.…

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