Like our local weatherman, we can't rely on crystal ball forecasts. While meteorologists use doppler radar, satellites and other data sources to predict the weather, we look to the stock market and historical data for clues. So, we aren't left completely in the dark about future economic developments.
From the desk of Dan Seder:
Are We There Yet?
When researching family vacations, I determined it’s precisely 1,169 miles from my house to Disney World in Orlando, Florida. If we pack a cooler and take one bathroom break...
Read Blue Chip Partners' January 2021 Quarterly Commentary through the attached file:
From the desk of Dan Seder
Sector rotation is the lifeblood of a bull market. Cyclical sectors like Financials, Energy, Industrials and Materials have recently caught a bid, while Technology has taken a breather. However, don’t let this...
From the desk of Dan Seder, CFA, CMT, CFP®
The S&P 500 was up over 2% yesterday…with more than half of its constituents declining! What a reminder of how a small number of HUGE companies can influence a market cap‐weighted...
From the desk of Matt Mondoux, CFA, CMT, CFP®
Markets can and will experience short-term moves around elections. Take the following table with data from the last three U.S. Presidential elections. Markets were volatile – but in...
From the desk of Dan Seder
Discretionary stocks have outperformed the S&P 500 Index since the stock market bottomed on 3/23/20. It’s easy to attribute this rally to Amazon’s +22% stake in the market cap-weighted Consumer...
From the desk of Dan Seder, CFA, CMT, CFP®
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Read Blue Chip Partners' October 2020 Commentary through the attached file:
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From the desk of Matt Mondoux, CFA, CMT, CFP®
Confidence levels among U.S. CEOs are beginning to show signs of bottoming out. According to Business Roundtable’s quarterly business sentiment survey, after 9 straight quarters of...
From the desk of Dan Seder, CFA, CMT, CFP®
Yes, equities have rallied since the end of March. However, the path of a bull market is NEVER straight up. At this point, the recent pullback is nothing but normal.
From the desk of Matt Mondoux, CFA, CMT, CFP®
The Dow Jones Industrial Average (the “Dow”) experienced a significant rebalance today. Raytheon and ExxonMobil, two of the longest tenured members of the index dating back to the...
From the desk of Dan Seder, CFA, CMT, CFP®
In a subtle but important change to policy, Fed Chairman Jerome Powell confirmed yesterday that rates will stay at rock-bottom levels for longer. The Fed will be less apt to raise rates until...
From the desk of Dan Seder, CFA, CMT, CFP®
Apple (ticker: AAPL) recently topped $2 TRILLION in market capitalization – making it now larger than the market capitalization of the smallest 194 companies in the S&P 500 combined. Why...
From the desk of Matt Mondoux, CFA, CMT, CFP®
WOW! The S&P 500 clocked an all-time closing high on August 18th. What’s more shocking – that the loss of nearly 34% from February’s high required a gain of over 51% to...
From the desk of Dan Seder, CFA, CMT, CFP®
Is that stimulus check still burning a hole in your pocket or is it long gone? Excluding autos, retail sales rose 1.9% in July, ahead of the 1.2% estimate. This marked the third straight monthly gain...
From the desk of Hayden Kibbey, BCP Intern
Dan Gilbert, Detroit native and founder of Rocket Companies, saw his net worth climb more than $25 billion when his firm, Rocket Companies, began trading on the New York Stock Exchange. Bloomberg...
From the desk of Omar Ezz, CFP®
It’s easy to dismiss the move off the March lows as being driven by Large Cap Tech or day trading on Robinhood. However, there is evidence that the bullish move in the market is more than just big tech...
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July 30, 2020 – Blue Chip Partners, Inc. is pleased to announce it has once again been named to the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent...
From the desk of Omar Ezz, CFP®
When compared to today’s historically low 30 Yrs. mortgage rate of ~3%, it’s hard to believe at one point over the past 50 years rates were above 18%. Refinancing is undoubtedly top of mind for many...
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From the desk of Dan Seder, CFA, CMT, CFP®