Category: Market Commentary

February 25, 2020 In the last several days, fears about the Coronavirus spreading have resulted in a “risk off” environment in financial markets: equity markets globally have lost value and US Treasury prices have risen. As of the time of this letter, on February 25th, the S&P 500 is down 7.2% from its peak, the [...]

Will the definition of what it means to be an accredited investor change in the near future?   In December of 2019, the SEC voted to propose an amendment that would allow a greater number of individuals and institutions to qualify as accredited investors—increasing the eligible participation within private markets.   Financial Advisors IQ reached out to [...]

Best wishes for a happy, healthy, and prosperous New Year.  As 2020 begins, we wanted to provide you with: (1) a 2019 financial market review, (2) a snapshot of where we are currently, and (3) some thoughts going forward.  [...]

Investing in a Time of Tweets and Tariffs By Howard Coleman, Chief Investment Officer & General Counsel  Coldstream Chief Investment Officer & General Counsel, Howard Coleman, wrote an article for One Accord on market volatility between August and early September. He provides important information on how investors should respond to volatility caused by tweets and [...]

Market Commentary By Rafael A. Villagran, Portfolio Manager Markets started the year on a sprint, and that’s encouraging, particularly in light of how stocks finished 2018. But investing is a marathon and we always keep our focus on the longer-term. And, putting the first quarter rally into context, stocks just climbed back up to where [...]

Concern over slowing global growth and the strength of the US dollar caused a steep decline in global markets in the third quarter, erasing gains made over the prior twelve months. The S&P 500 ended down 6.4% for the quarter and -5.3% in nine months ended September.  International markets fared far worse with International markets, [...]

Since joining Coldstream in December, I have been dubbed the resident bear of our Investment Strategy Group (ISG) – not an easy brand to carry when you first come through the door. Though, to be honest, when it comes to the prospect of this current bull market, I tend to be rather “Eeyoric” compared to [...]

Three events in financial markets have received significant media attention in the last week: a potential Greece exit from the Eurozone, a potential default by Puerto Rico on its bond holdings, and the significant decline (after a rapid advance) in China’s equity markets.  The Coldstream Investment Strategy Group thought it important to cut through the [...]

I recently read a NY Times Magazine article by Clay Tarver, detailing the remarkable story of Jason Everman. Everman had the incredible distinction of being kicked out of both Nirvana and Soundgarden prior to their explosive success in the 1990s. He later, as he put it “decided to do the most un-cool thing, join the [...]