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Unforced Errors
What do tennis and investing have in common? Success is achieved by making less unforced errors than others. And by doing so over long...
Mar 29
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Time, Not Timing
5 years ago this week... 5 years ago, the Covid-19 pandemic began to unravel the U.S. markets. On February 19th, 2020, the S&P 500 hit a...
Feb 27
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2025 Thoughts
There will be a lot of “ink” spilled in the next two months. We could also say a lot of electrons will be zapping around describing...
Dec 19, 2024
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Macroeconomic Reflections
This edition of Market Watch will focus on the macro economy and what we are currently keeping a close eye on. Our general sentiment is...
Oct 29, 2024
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Major Market Indexes
Today's Market Watch is more educational in nature than observational. We will be discussing the 3 most talked about market indexes. We...
Sep 9, 2024
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August – A Late Summer Slowdown
Good morning. We wrote this article over the weekend to be sent out today and decided to amend the intro in response to today’s continued...
Aug 5, 2024
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Second Half 2024 and Beyond – What We Are Watching
We hope everyone had a good 4th of July! Being a dual citizen (Richard), I had two celebrations this week. Canada Day on July 1st and the...
Jul 5, 2024
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Earnings and a Data Center - Market Watch with RMH
This past week we received several calls from clients and friends asking about the “movements” in the stock market. Our usual first...
Apr 30, 2024
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A Productivity Renaissance - Market Watch with RMH
Total factor productivity (TFP) is an economic measurement that reflects the residual growth of productivity that cannot be directly...
Mar 28, 2024
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A December to Remember - RMH Market Watch
Wow, what a December to Remember, and you thought one only heard this on Toyota Christmas commercials. The most crowded trade of December...
Jan 1, 2024
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Our Thoughts on Inflation - RMH Market Watch
Making future projections is always a hard thing to do, as doing so opens oneself to potential criticism. “What if we are wrong?”, is...
Nov 7, 2023
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The October Effect - Market Watch with RMH
RMH Market Watch – "The October Effect" The "October Effect" is the psychological perception that the stock market will be volatile and...
Sep 26, 2023
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The Transition to Cleaner Energy in the United States: Market Watch with RMH
As the world grapples with the urgent need to address climate change, transitioning to cleaner energy sources has become a top priority....
Sep 15, 2023
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RMH Market Watch - China's Debt
China's Growing Debt Challenge: A Closer Look China, the world's second-largest economy, has experienced rapid economic growth over the...
Sep 5, 2023
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RMH Market Watch – Dog Days of Summer
The title of this month’s refers to Major League baseball where they have a 162-game schedule. This is the time in the long season when...
Aug 21, 2023
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Why Is It Taking The Fed So Long To Slow The Economy? - RMH Market Watch
“Why is it taking he Fed so long to slow the economy?” This is the question everyone is asking as we see conflicting forecasts and...
Jul 17, 2023
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The History of Bull and Bear Markets - Market Watch with RMH
In our recent RMH Market Watches, we highlighted the following topics: On May 31, 2023, we delved into the earnings of the first quarter...
Jun 28, 2023
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RMH Market Watch - Memorial Day and What Happens if We Had a Party and No One Came?
Memorial Day is always a weekend of reflection remembering the ones who have served, and the ones still serving. This country is a better...
May 31, 2023
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RMH Market Watch – Timing the Market or Time in the Market?
Market Timing or Time in the Market, what is better? What is the better way forward? A good question to ask. We think Time in the Market...
Apr 10, 2023
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Why weren’t things worse in 2022 as the Fed raised interest rates?
With 40 years in the investment business encompassing both institutional and private clients, we have been a student of the markets for...
Mar 3, 2023
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