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A Bird's Eye View Blog

Investing and Basketball: What You Can Learn from the World's Greatest Coach

When times get rough, emotions run high. Babe Ruth goes into a slump. Tom Brady gets intercepted…twice in one game!  Bill Russell goes 1-12 in foul shots. Even the best have bad games. Some have...

Fireside Charts 7.18.18

Manufacturing activity continues on its upward trend in the United States. The S&P 500® Index beat analyst expectations for Q2. Lets hope we see the same next quarter! Emerging market equities are...

Fireside Charts 7.16.18

Junk yields are staying relatively calm here in the U.S. as opposed to our Chinese counterparts. QE reversal from the Federal Reserve is in process yet moving at a slow pace as seen in the weekly...

Fireside Charts 7.13.18 - Bonus Friday!

Happy Bonus Friday! Today's charts show the correlation between inflation and energy prices, which is becoming increasingly harder to ignore. The $200 billion of new tariffs will drive inflation...

Fireside Charts 7.11.18

A chart on Brexit kicks off today's post. Will a "soft Brexit" unleash all the excess corporate cash? In Asia, junk bond yields continue to climb and we provide a look at China's trade surplus...

BCM 2Q 18 Market Commentary

My son Jamie was recently hiking in New Hampshire’s Presidential Range. Upon return, he remarked how beautiful and enjoyable the hike was, but he also voiced frustration. He noted that it was...

Fireside Charts 7.9.18

US employment is the strongest we have seen but with US- China tensions high, trade war risks continue to mount. We share a great recap chart of GDP growth in the Eurozone alongside other select...

Fireside Charts 7.6.18 - Bonus Friday!

Today's holiday Bonus Friday begins with a chart on the relationship between the price of oil and our driving behavior. Several charts on the impact of the impending trade war, including soybeans...

Fireside Charts 7.3.18

In lieu of posting on the July 4th holiday, we bring you a Tuesday edition of Fireside Charts. In today's post, anticipate some welcome news: the last quarter's manufacturing PMI shows the U.S....

Fireside Charts 7.2.18

An update on consumer inflation shows the PCE (personal consumption expenditure) inflation was higher than expected. Canada strikes back at the U.S. by implementing tariffs on $13 billion worth of...