December 17, 2017(904) 346-3460info@riverplacecapital.com
In The Lonely Bull Posted

Shake, Rattle and Roll

After an extended period of placid markets, a return to volatility is jarring.  However, the placid period was more out of character than what we are seeing now.  Markets normally overshoot optimism as well as pessimism.  News items are sometimes accorded far more importance than turns out to be the case.  People are gregarious, and […]
Read More
In The Lonely Bull Posted

A Time to Buy, a Time to Sell

So, what is it; buy or sell?  Two different answers are possible depending upon the time frame.  Near-term, the end of the year is influenced by tax selling.  Many investors find it advantageous to sell holdings in which they have losses to offset gains they may have.  This puts additional pressure on some stocks or […]
Read More
In The Lonely Bull Posted

May all your Turkeys be Meals

Thanksgiving is a wonderful time of the year; a time of thanks and a time for reflection. It’s a good time for investors to face up to decisions they’ve made and make sure their portfolios are still on track.  By no means does every position have to be going the right way.  Every portfolio needs […]
Read More
In The Lonely Bull Posted

Follow the Money

Want to know what the impact of any public policy on a specific stock or the market at large is –  track the financial impact.  Tax reform promises to help many companies, but will it help all of them?  Not the housing industry, if you would believe the complaints from that sector.  How about healthcare; […]
Read More
In The Lonely Bull Posted

Regression to the Mean

In a stock market that seems to be going nowhere, a lot can be happening.  Individual sectors come in and out of favor.  Individual stocks respond to news, earnings, and views about their business.  All of that is happening now.  There are sectors that are stalling out after terrific positive moves and others that have […]
Read More
In The Lonely Bull Posted

Another Booster

This market needs another booster.  As it makes a transition from monetary stimulus (easy money), it needs something new to advance it.  The new tax bill could be just that.  Especially if we get one that has a tax cut (fiscal stimulus), then perhaps the economy can absorb the withdrawal of easy money and have […]
Read More
In The Lonely Bull Posted

‘Tis the Season

Earnings for the third calendar quarter are coming out.  Last quarter, earnings for the S&P 500 were up over 10% from those of the same quarter last year.  We don’t expect such a big increase this quarter, but believe they will be quite good.  Great earnings have been powering higher valuations and we expect more.  […]
Read More
page 1 of 31