A.G. Campbell Advisory is taking this opportunity to reach out to our clients and offer some reassurance that the negative price action that we are experiencing in the stock market doesn’t last forever. Actually, bear markets are normal, and happen on average every 3 ½ years. After 5 years of up markets, many have seemed to forget
Q1 2022 Client Commentary Obviously 2022 got off to a rocky start for investors as a result of several negative political, economic and market-driven forces: What Happened? Inflation surged to 40-year highs, Russia’s military invasion of Ukraine, and a Federal...
Q4 2021 Client Commentary Well, I never would’ve figured this one out. October started with the prospect of spooky ghouls, negative sentiment, and the headwinds of inflation and more partisan fighting. We then went on to be thankful that the month of November ended...
Everything was really feeling like the time of “Summer Lovin’,” and then China began the disruption of U.S. and global markets. They are not totally responsible, but they certainly were the catalyst. Basically, in September, there were 4 or 5 events that occurred that set us on a “correction.” First, as mentioned, the China Evergrande, the biggest real estate developer in China, burns a lot of cash as they develop properties. During this month, Evergrande reached their limit.
A friend of mine used this expression in a conversation with me yesterday, and I realized it captured a lot about 2020. It not only correctly characterizes the sentiments behind the locomotion of 2020’s stock market volatility, but also it identifies the country’s political climate of this past year.
My mother used to say, “if you don’t have anything nice to say, don’t say anything at all.” Alternatively, we do think we have nice things to report about our management in the 3rd quarter of 2020 and what we think are positive times ahead.