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A Bird's Eye View Blog

Fireside Charts 6.29.18 - Bonus Friday!

Today's Bonus Friday kicks off with a chart on the current economic cycle indicating that we still have room to run in this long expansion. Several charts on volatility confirm when it increases,...

Fireside Charts 6.27.18

Total housing completions have clawed their way back only about half way to where they were pre-recession. Agricultural commodities tumbled on Monday amid heightened trade policy risks. Some good...

From the Desk of the PM - Sector Changes

The following memo was sent on Monday evening, June 25th in response to the imminent S&P 500® Index change to BCM's current clients.

Fireside Charts 6.22.18 - Bonus Friday!

We start this Bonus Friday Fireside Charts by showing the world's top exporters. We include a summary of the newly implemented, announced, and/or threatened US tariffs as well as an alarming...

Fireside Charts 6.20.18

Shipping activity in the US remains well above the levels we saw in previous years, a look at General Electric since getting bumped out of the DOW Jones Industrial Index as the relative weight of...

Learning to Fly: The Difference Between Knowledge and Wisdom

These days I do a lot of travel. I’m writing this at 36,000 feet headed for Phoenix. I’d like to share a story about how we travel versus where we are trying to go. My hope is to give you a...

Fireside Charts 6.18.18

The yield curve has flattened significantly in the past week, the USD confirms its strength is hurting most commodities and more updates on global government bonds in today's Fireside Charts. Plus...

Fireside Charts 6.15.18 - Bonus Friday!

Have you been curious to know who is really funding the federal deficit? And who are the largest holders of U.S. debt? Answers to these and more charts on the crisis in Latin America, U.S. GDP, ...

Fireside Charts 6.13.18

Further evidence in the argument against tariffs as steel prices diverge around the globe. The headline CPI hit 2.8%, driven in part by higher gasoline prices (up 21% from the same time last...

Fireside Charts 6.11.18

With President Trump and Kim Jon-un scheduled to meet tomorrow and the fed expected to raise interest rates on Wednesday, this week is sure to be action-packed. We've kept today's blog brief in...

Updated: Trade, Tariffs and Tirades: A Primer on What Has the Markets in a Dither

As threats to escalate the trade war loom, BCM Portfolio Manager Dave Haviland has updated and expanded our original piece on "Trade, Tariffs and Tirades: A Primer on What Has the Markets in a...

Fireside Charts 6.6.18

Year-to-date performance of the various style factors is shown as growth shares continue to outperform value. Several charts illustrate our passion within the tariff and trade climate, and why we...

Fireside Charts 6.4.18

A great recap chart shows the trend and rate of change of U.S. manufacturing. COGS (costs of good sold) has been rising since 2016 as we also explore countries threatening retaliation on tariffs,...