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A Bird's Eye View Blog

Fireside Charts 9.28.18 - Bonus Friday!

Happy Bonus Friday! The US trade deficit in goods is substantially worse than expected. The market expects another rate hike in December and we know too well this is going too far and fast into a...

Why the Upcoming GICS Sector Shakeup Matters

Tomorrow, September 28th, the S&P is making some big changes to the sectors of the S&P 500® Index. These changes will have an impact on the overall market and will also impact how Beaumont Capital...

Fireside Charts 9.26.18

The U.S. stock market has enjoyed a positive return this year, unlike most of its major asset class counterparts. U.S. Corporate earnings forecasts are still growing, but Chinese earnings are...

Fireside Charts 9.24.18

Unemployment filings for American workers are still at its lowest level since 1973. The market may be long in the tooth in our opinion, and a view of the smart money flow index supports this...

A Final Call Before the Fall

We have enjoyed the current bull market which recently surpassed the 1990-2000 technology-led bull as the longest bull ever. Hopefully you have been invested and enjoyed the benefits of this bull...

Fireside Charts 9.19.18

The yuan is drifting lower again as the Trump administration officially imposed additional tariffs, which go in to effect Monday. The Chinese government has retaliated with tariffs on $60 billion...

Fireside Charts 9.17.18

An update on the current year Emerging Market (EM) drawdown illustrates just how much some South American nations have suffered.19 out of 23 EM equity indices are below the 50- and the 200-day...

Fireside Charts 9.12.18

A shakeup in the Global Industry Classification Standard (GICS) later this month will have far-reaching implications for portfolio management. Momentum resumed leadership among equity factors. The...

Excuse the rant…this isn’t about politics, it's about economics.

Editor's Note: The views and opinions expressed herein are those of the writer and may not be the opinions of Beaumont Capital Management (BCM). 

Fireside Charts 9.5.18

Monday’s holiday means there will only be one chart blog post this week, but we promise it’s a good one! September has a bad reputation for being the worst month for stocks until you identify the...