October 23, 2017(904) 346-3460info@riverplacecapital.com
In The Lonely Bull Posted

Someday It Will Rain

The U.S. stock market has gone a long time without a significant pullback.  It has certainly had a few bad days, but not much follow through.  Down periods seem to attract immediate buying.  Investors seem to have a bias toward giving the economy and the stock market the benefit of the doubt; optimism rules the […]
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In The Lonely Bull Posted

The Market that Can

The U.S. stock market has absorbed worries about the Dutch and French elections and what they mean for the future of Europe, concerns about economic slowing after a weak first quarter, and a potential conflict with North Korea.  There are others such as Syria and the wider Middle East as well as potential for a […]
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In The Lonely Bull Posted

Earnings, Earnings and more Earnings

Corporate America has been putting on quite a display of impressive profit growth this quarter.  This is especially true among the more business cycle oriented companies, but also applies across the board.  A preliminary estimate is for earnings to grow about nine percent from the same period last year; impressive.  Since earnings are the most […]
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In The Lonely Bull Posted

How do you spell Relief?

France voted and catastrophe seems to have been avoided.  A centrist candidate won the first round for President and appears to be well ahead for the final run-off vote.  So, threats to breaking up the European Union from France are now off the table.  Markets are higher and optimism and stability are back. Investors can […]
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In The Lonely Bull Posted

“Show Me Your Teeth”

Sabre rattling, growling, bared teeth; no matter how you put it, the relationship with North Korea has entered a new dangerous phase.  Perhaps nothing comes of it, but a step closer to war is never comfortable for investors, or for that matter, anyone else.  Virility on either side is not in question, common sense is.  […]
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In The Lonely Bull Posted

Still Reflating

Central banks around the world are still in reflation mode and many economies are responding.  The commodity collapse over the winter of 2015-2016 galvanized central bankers to respond with fire-power; they have been successful.  Recently, investors have begun to doubt the sustainability of economic acceleration.  Market action has gotten bumpier as other scenarios are explored.  […]
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In The Lonely Bull Posted

Steady as She Goes

Just like a huge ship, the U.S. stock market churns forward and upward. Markets rarely ever move on one factor and this one is no different.  Last week we cited world reflation as the most important factor in stock price increases since early last year.  That is still true and you can add expectations on […]
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