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Early Christmas Gifts
by Shawn Narancich, CFA Executive Vice President of Research Early Christmas Gifts In what turned out to be a surprisingly action-packed week before Christmas, the markets finally shook off the...
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“Putin” Russia Behind Us
by Shawn Narancich, CFA Executive Vice President of Research Good Friday, Great Week Shaking off another bout of Russian adventurism in the former Soviet Union, stocks moved further into record...
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Spring is Finally Here
by Shawn Narancich, CFA Executive Vice President of Research Spring is Finally Here True to our outlook for the quarter and in-line with anecdotes from the mass of companies reporting first quarter...
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Ascending to New Heights
by Shawn Narancich, CFA Executive Vice President of Research Ascending to New Heights Subsiding geopolitical tensions in Eastern Europe, tentative steps by Chinese policymakers to support slowing...
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Don’t Stop Believin’
by Shawn Narancich, CFA Executive Vice President of Research Don’t Look Back! As investors question the underlying strength of the U.S. economy, stocks are consolidating gains and bonds are defying...
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Full Speed Ahead
by Shawn Narancich, CFA Executive Vice President of Research Unexpected Returns Despite serious turmoil in the Middle East and ongoing conflict in eastern Ukraine, blue-chip stocks have pushed to new...
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The Talking Heads
by Shawn Narancich, CFA Executive Vice President of Research A good indicator of financial markets adjusting to a slower rate of news flow is the frequency with which the same stories are replayed and...
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Onward and Upward
by Shawn Narancich, CFA Executive Vice President of Research Investors attempted to divine the future of U.S. monetary policy following this week’s Fed meeting and watched with wide eyes as Alibaba...
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Turbulence
by Shawn Narancich, CFA Executive Vice President of Research Up, Down & All Around Hello, Volatility. After having very little of it for nearly two years, stocks and bonds rode a roller coaster...
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Notably Accomplished
by Shawn Narancich, CFA Executive Vice President of Research Onward and Upward As the sun sets on another round of quarterly earnings that again proved the ability of companies to stay ahead of...
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One Thing Leads to Another
by Shawn Narancich, CFA Executive Vice President of Research Too Much of a Good Thing? As Europe begins to make a down payment on its one trillion euro quantitative easing program, the U.S. dollar’s...
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Mastering Expectations
by Shawn Narancich, CFA Executive Vice President of Research A Tradition Unlike Any Other As another Masters golf tourney gets underway in Augusta, Georgia this week, investors are beginning to...
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Belaboring Labor
by Shawn Narancich, CFA Executive Vice President of Research Working for a Living Investors unnerved by disappointing economic data of late breathed a sigh of relief with the April jobs report, which...
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You’re Hired!
by Shawn Narancich, CFA Executive Vice President of Research Green Shoots A week chocked full of economic insight concluded with a bang, as a strong jobs report for the month of May provided more...
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Supreme Summer
by Shawn Narancich, CFA Executive Vice President of Research While Chinese stocks endured more losses in a week that now puts the A-Shares Index into correction territory, U.S. investors continue to...
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Shawn Narancich Quoted in Reuters
Posted on Reuters.com Investors eye gaming stocks beaten-down by China headwinds By Ross Kerber August 13, 2015 Shares of U.S. gaming companies operating in Macau have tumbled on worries over China but...
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Keep Calm and Carry On
by Shawn Narancich, CFA Executive Vice President of Research Feeling Violated Worries about competitive currency devaluations emanating from China’s small haircut to the yuan last week were supplanted...
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Shawn Narancich Quoted in Portland Business Journal
Posted on Portland Business Journal website Oregon Stocks Stumble as Market Plunges By Matthew Kish August 24, 2015 The stocks of 18 of Oregon’s 20 biggest public companies dropped Monday as the stock...
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Market Letter Third Quarter 2015
Please click here to find our Market Letter Third Quarter 2015, “Awaiting Liftoff.” We hope you find it interesting and informative. Thank you.
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Light at the End of the Tunnel
by Shawn Narancich, CFA Executive Vice President of Research Retailing Blues Earnings season has all but wrapped up for another quarter, but department store retailers are adding a problematic book-end...
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