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The three day rally in stocks shows the resilience of the market in the face of tariff turbulence. However, investors should keep in mind that even with this recent climb, stock indexes are at the same level as they were in January of 2018 - almost 18 mo…lnkd.in/gNyHjnF

Here is another chart of the stock market over the last 5 years that investors should keep in mind. As you can see equity prices have been “stuck” in a trading range since the beginning of 2018, reflecting slower global and US economic growth and geopolit…lnkd.in/gqrjGFf

Earnings and stock prices of high end luxury product companies have experienced declines which coincides with the slower global and domestic economic growth stats we have been witnessing. #earnings #equities #bond #economicgrowth #luxury lnkd.in/ge86E4D

China’s currency strength or weakness plays an important role on the global stage for risk assets. As we look back at the fourth quarter of 2018 and preceding periods, the direction of the yuan has been a leading indicator of the direction of risk assets…lnkd.in/griuht3

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The past two quarters of weaker economic data and declining interest rates point to recession risk - particularly in the face of tariff war. Thanks to Morgan Stanley and Bloomberg for this chart emphasizing the yield curve inversion - often a precursor t…lnkd.in/eFcYzvd

In May companies added the fewest jobs since any month going back to 2010. One more sign of weak economic growth, concern about tariffs and stock market risk. Can the Fed and lower rates save the economy from stalling or receding? Our research team has th…lnkd.in/g2DEKtv

A good reminder: Stock prices are directly correlated to corporate profits. As economic and profit growth has stalled, equity prices have as well. If the economy can’t pick up steam soon, profits and stock prices may be headed for trouble. Can the Federal…lnkd.in/gegWkuH

Honored to be chosen as a member of the Forbes Finance Council. Looking forward to sharing ideas with other top level executives in finance and sharing new ideas with you. #Forbes #newideas #finance lnkd.in/gx32qGM

Great chart from Goldman Sachs and Zerohedge. The widening disparity between stock indexes and interest rates is unsustainable. Will it be resolved by falling equity prices or rising rates? Our team has some thoughts and strategies for these scenarios. #…lnkd.in/gHEDstP

Recent market global market rallies - from the bigger picture below - are still just attempts to reach old highs. Why is the market “stuck” in this long term trading range? And more importantly what’s the direction of the next big move? We have thoughts…lnkd.in/gGmscZr

Today’s news about Brexit, recent progress on tariffs and reasonably good earnings reports so far this quarter, could be just the recipe for a push to significantly higher stock prices. #mainstreetresearch #bullsvsbears lnkd.in/e9RV2d5

A big thank you to University Club of San Francisco for providing space for our team to do what we do until the power comes back #mainstreetresearch #powerforward #nostoppingus lnkd.in/gkFRwt6

The Doctor is in and the patient isn’t entirely healthy. This is a good and important read. Fear Of Missing Out (FOMC) can drive markets to places they shouldn’t go. Buyers beware-use risk management tools! #mainstreetresearch lnkd.in/epf3iBZ

Today’s big rally in Chinese stocks should be a reminder to all investors to go and stay global for performance #globalinvestor #mainstreetresearch

All work and no play can be unhealthy for the body, mind and soul. To be at your best in your personal life and career it’s important to take time to reflect. This is one of my favorite pastimes to do just that #solo #recharge #littleboats #lakelife #newengland

We enjoyed discussing risk management with some of our industry peers in the context of the election! Always interesting to hear other's strategies and ideas, especially with so much uncertainty. Thank you to Schwab for including us, and well done James, Mark, Vince, and Eron!

S&P 500’s forward P/E peaked late last year;comparisons were drawn to 1999 given similar multiple; yet, since last year’s peak, forward earnings have continued to rise … substantial difference from early 2000 (orange), when earnings were heading into a peak and reversed quickly

This should be fun! If you’re interested in our view of markets make sure to catch this live at 3:00pm EST from the Bloomberg studio here in Midtown Manhattan #mainstreetresearch #barronstopadvisor #forbestopadvisor #bloomberg #markets

DON’T BE FOOLED AGAIN! Thoughts on CNBC ms-research.com/media/james-de…