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Wealth Watch Newsletter

The markets are complex.  In today’s data age, it’s easy to find more points of information.  However, it’s harder than ever to find out what parts of that information actually matter to you.  That’s the reason behind Wealth Watch.  At BDF, we want to make sure we are always thinking about what’s relevant and keeping you in the loop.

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Paying at the Pump: Breaking Down the 5 Oil Regimes Since 2000

  If you remember the first day of your Econ 101 class, the key determinant for the price of a product is the intersection of supply and demand. This concept is easy to grasp in the classroom when discussing widgets.  In the real world it truly comes alive when analyzing the oil market. The chart […]

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The U.S. Economy – Heating Up or Cooling Down?

The U.S. economy grew by 4.1% in the second quarter of 2018 – its best quarter in four years. President Trump declared the robust growth proof that tax reform is stimulating the economy and he predicted such growth to be sustainable for years to come. But will it be? Is second quarter GDP a sign […]

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Flattening Yield Curve: Should I Be Worried?

Flattening Yield Curve: Prognosticator of Doom? If you read or watch the news, you have probably heard several prognosticators predict that the next recession is looming, and to head for the hills. Recently doom predictors have been focused on the flattening yield curve. It’s true a flat yield curve has been present in all 7 […]

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The Trillion Dollar Trail

  Back in 1997, the largest stock in the world as measured by market cap was General Electric (GE).  GE was the darling of the Dow and absolute conglomerate.  According to the Financial Times, GE was then worth almost $223 billion.  If we simply took that market cap and grew it by the same rate […]

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Trade Wars, What Are They Good For?

  “War, what is it good for? Absolutely nothing.” – Edwin Starr, 1970 On June 18, President Trump instructed US officials to draw up plans for $200 billion of tariffs on Chinese imports in response to the announcement of $50 billion of Chinese tariffs on US products the previous weekend. This was the latest salvo […]

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Technology Stars of Yesteryear – Where Are They Now?

  Remember the tech boom of the 90s? It was a time of excess. Big SUVs, big homes, big stock returns. The Internet was a new and fascinating technology with nowhere to go but up. The future was limitless with seemingly never-ending euphoria. Come early 2000 however, it did. The dot-com bubble burst hard and […]

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The Power of Tech Investing, and Don’t Think Trading Apple, Google, or Amazon!

Modern technology is constantly making our lives more efficient. We now have the ability to hail a cab from our couch, connect instantly with friends and family all over the world, and find the fastest route to our destination based on current traffic patterns. As we utilize technology, abundant data is being created. Collected data […]

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Benchmark Bonanza

The term benchmark is often used and misused in the investment world. What exactly is a benchmark and why is choosing the correct benchmark so important when it comes to evaluating one’s investment performance? Simply put, a benchmark is a standard or point of reference to which things may be compared or assessed. When it […]

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A Return to the Fundamentals

To say the least, the first quarter of 2018 was a bumpy ride. We started off great, hitting an all-time high on the S&P 500 on January 26th. Then volatility kicked in, which included dips that bottomed out almost 8% off that high in the next few weeks alone. The months of February and March […]

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Face-to-Face with the Fed

The new head of the Federal Reserve, Jerome Powell, recently made his first public speech as Fed chair, which happened to be in Chicago. We were part of hearing that message directly. One warning: if you ever watch a Fed chair talk, don’t expect a riveting presentation. The statements are carefully prepared and delivered in […]

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Goldilocks and the Three Inflations

Goldilocks stumbled across a house in the woods with bowls of porridge left on the table. She tasted each one and found the first too hot, the second too cold, and the third just right. In today’s economy markets are hoping inflation is that third bowl of porridge and can be ‘just right.’ Over the […]

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Rising Interest Rates and Bonds – It’s Not All Bad

You might be looking at your bonds, wondering why in the world they are negative.  Well, in bond investing, one of the biggest factors that impacts the price of bonds is interest rates. When rates go up, bond prices go down. This is something you may have heard before. In recent weeks, bond yields spiked […]

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