BRC Investment Management LLC

BRC Investment Management LLC

Category: Content
Type: Blog Article

Generated 2 days ago

New blog articles detected

  • Bogged Down…

    March 20, 2017 Please note there will be no Weekly Research Briefing 3/27/2017 I know that I am not the only one feeling it. You can see the increasing risk in the markets and uglier action on the tape. Credit is seeing selling even as recession fears are distant. Bank stocks are rolling over even […]

BRC Investment Management LLC

Category: Content
Type: Blog Article

Generated 1 week ago

New blog articles detected

  • March Madness

    March 13, 2017 How is your bracket doing? Before the ACA Repeal and Replace plan hit the court last week, it already looked like its odds of passage were longer than Mount St. Mary’s chance to win the Men’s NCAA Basketball Tournament on April 3rd. We all know that this is just the first pass […]

BRC Investment Management LLC

Category: Content
Type: Blog Article

Generated 2 weeks ago

New blog articles detected

  • In a New York Moscow state of mind…

    March 6, 2017 It should have been the best week of the Presidency for New York’s favorite son. After staying on script at his address to a joint session of Congress, you could sense that the narrative was shifting from “he is trying to do too much” to “how great it would be if he […]

BRC Investment Management LLC

Category: Content
Type: Blog Article

Generated 3 weeks ago

New blog articles detected

  • Floating Castles (and Bonds)

    February 27, 2017 While the majority of the financial world has its focus on every move in Washington D.C., there is another very important development happening in the German bond market. What was once the best short bet for some very high profile investors; it’s now become the next widow-maker trade as German yields plunge […] The post Floating Castles (and Bonds) appeared first on BRC Investmen...

BRC Investment Management LLC

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • Center Stage…

    February 21, 2017 While politics and the new government’s agenda is still very much in the news, investor interest last week shifted to the bigger picture. Good economic data continues to hit the tape along with better-than-expected corporate earnings growth and outlooks. Rising inflation and interest rate expectations are pulling the Fed’s hand closer to […] The post Center Stage… appeared first ...

BRC Investment Management LLC

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • Phenomenal and Massive…

    February 13, 2017 These are the two best words to explain last week’s market. They also describe in “quick to the point” POTUS detail what the new government’s tax plan will achieve for Americans. In two-to-three weeks, we will get the “phenomenal” tax announcement that will “massively” reduce taxes. While many of us are very […] The post Phenomenal and Massive… appeared first on BRC Investment.

BRC Investment Management LLC

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • The Test…

    February 6, 2017 Market psychology was tested last week. Early in the week, the nightly news flow out of Washington D.C. was so concerning, that it felt as if the markets could have easily opened limit down the next morning. Early stock market supporters of President Trump were becoming concerned and hedging their bets to […] The post The Test… appeared first on BRC Investment.

BRC Investment Management LLC

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • Knock, Knock…

    January 30, 2017 Knock, Knock… You knew the protectionist measures would come. You just didn’t know how soon they would be implemented and how disruptive they could be. A border trade war with Mexico could mean some very expensive items in the produce aisles offset by a glut of beef, pigs and cheese in the […] The post Knock, Knock… appeared first on BRC Investment.

  • Stay focused…

    January 23, 2017 Crowd sizes, Alternative Facts, The Bee Movie, Madonna, Tax Returns, Twitter, Facebook, 24-hour news channels and Saturday Night Live. If you enjoy political entertainment, then now is your time. That said, your investment portfolio doesn’t care if an inaugural speech writer channels Jerry Seinfeld. And, this is all just noise to distract […] The post Stay focused… appeared first ...

  • Washington D.C. moves to center stage…

    January 17, 2017 Time for the new White House and Congress to put pen to paper. While the equity markets have sustained their high levels, intra-day volatility in currencies, bonds and equities have surged as those markets attempt to react to every rumor and tweet out of Washington and Trump Tower. While many investors think […] The post Washington D.C. moves to center stage… appeared first on BRC...

  • Snow falls, stocks rise…

    January 9, 2017 It was a big first week of 2017 for the weather and for the U.S. markets. As temps dropped and snow hit nearly every state in the union, stocks only wanted to move into the clouds. The numbers showed that it was a different type of week with growth, biotech and FANG […] The post Snow falls, stocks rise… appeared first on BRC Investment.

  • Need some ideas for 2017?

    January 3, 2017 So much for the Santa Claus rally. The red sled never even left the garage. Why were the last two weeks of 2016 a dud? 1) Worries about potential roadblocks for the incoming Administration 2) Trade war worries hitting retail importers and international manufacturers 3) The ongoing strength in the U.S. dollar […] The post Need some ideas for 2017? appeared first on BRC Investment.

  • Onward and Upward?

    December 19, 2016 As we head into the final stretch of 2016, the U.S. dollar has taken control of the markets. As the incoming Trump administration continues to promise fiscal spending and tax cuts, the Fed is now positioning to do a bit more tightening—all while the U.S. and global economic datapoints move higher. The […] The post Onward and Upward? appeared first on BRC Investment.

  • The reindeer haven’t hit full stride yet…

    December 12, 2016 The equity markets and risk sentiment continues to race higher in December, even before the last two-week seasonal lift into year end. It will be interesting to see what the tax-related selling impact is as the month progresses. For those with losses, they will likely want to be monetized to take advantage […] The post The reindeer haven’t hit full stride yet… appeared first on B...

  • Which way to go?

    December 5, 2016 The equity market’s rate of divergence shifted into a higher gear last week as rising interest rates, the changing winds in Washington and a swift agreement at OPEC caused hundreds of billions of dollars to find new homes. Where you place your chips now may not only impact your year-end bonus, but […] The post Which way to go? appeared first on BRC Investment.

  • Just wait until you see your next monthly statement…

    November 28, 2016 There will be surprises on both sides of the return spectrum—as equity and alternative assets will post solid gains, while bonds will get punched. And, any lean toward active management should put a smile on your face, as those managers who moved quickly into riskier, U.S.-focused assets had an even better month. […] The post Just wait until you see your next monthly statement… a...

  • If they build it…

    November 21, 2016 The U.S. economy continues to fire higher as evidenced by last week’s strong list of economic data. Throw on top of the potential for a trillion dollars of infrastructure spending, a trillion dollars of cash repatriation from overseas, several hundred billion in corporate and personal income tax savings, and whatever other savings […] The post If they build it… appeared first on ...

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