Carnegie Investment Counsel Blog

 

What Do We Do in a Bear Market?

Posted by Raz Pounardjian on Jan 23, 2019 11:30:46 AM

The last few months have not been an easy ride for equity investors.  The S&P 500, Nasdaq and Russell 2000 all went into bear markets, which is typically defined as a decline of 20% from their all-time high.  Combing through some data, I thought  I’d share some interesting anecdotes I learned and what it could mean moving forward.

Investors ran for the exits

Below is a chart from Ned Davis Research that shows that December 2018 had the highest monthly outflow for equity funds (includes ETFs) in the last 20 years. In the simplest sense, investors were probably selling any kind of exposure that had to stocks.

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Topics: Investor Sentiment, Bull and Bear Market

Trust the Process: Volatility is Normal

Posted by Raz Pounardjian on Oct 30, 2018 8:28:00 AM

 

The last few weeks have been a little unnerving for those invested in the stock market. The media constantly bombards you with reasons (trade wars, higher interest rates, China) as to why the market is falling. Of course, it’s important to know why but understand that we have little control over the variables that make markets move.

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Topics: Volatility, Bull and Bear Market

Scar Tissue

Posted by Raz Pounardjian on Sep 14, 2018 8:30:00 AM



This week in the financial media, there have been many articles and stories written about the 10th anniversary of the financial crisis of 2008. The bankruptcy of Lehman Brothers, sale of Bear Sterns to JP Morgan and the near collapse of the U.S. financial system were all very scary and taught us a lot of lessons. I was just getting started “in the business” during this time and I remember watching on TV the House of Representatives voting down the initial $700 billion bailout bill (which would later be passed). I won’t forget seeing the Dow Jones Industrial Average plunge hundreds of points in just a matter of minutes after the first failed vote. This was a very difficult time as many people lost their jobs, saw their retirement account values decline dramatically and most importantly, shook the confidence of many.

The after effects of the financial crisis are still felt today as people remain worried about when “the next shoe will drop” so to speak. I’ve had more conversations with clients and individuals about

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Topics: Millennials, Bull and Bear Market, 2008 Financial Crisis

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