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BCM Investment Team

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Recent Posts

BCM 2Q20 Market Commentary: The Best of Times and The Worst of Times...

July 9, 2020
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair.” Charles Dickens, in A Tale of Two Cities, set out to describe the necessity of compassion and the possibility of redemption during the French Revolution. Based on how 2020 has unfolded so far, we too are ...

Fireside Charts: Happy 4th of July!

July 3, 2020
In observance of the holiday, we are taking today off from Fireside Charts. We hope everyone enjoys a fun, socially distanced and safe ...

Fireside Charts: Positive Earnings Revisions at a 20-year High, 2009 Deja Vu, and a Look at Global Trade

July 1, 2020
The manufacturing recovery continued in June with a solid rebound in Dallas, but momentum may be difficult to sustain through Texas's ...

Fireside Charts: Changing Sentiment Deals a Blow to FANG and a Look at the Risks Facing the Bond Market

June 29, 2020
As demand grows for responsible content governance from social media companies—nearly 100 major brands, including Starbucks and ...

Fireside Charts: Unemployment Plateaus, Good News for Banks, and a Look at Post-Recession EPS Recoveries

June 26, 2020
Unemployment continues to dominate headlines in the COVID-19 era, and the onslaught of new claims isn't slowing as quickly as many had ...

Fireside Charts: Activity Ticks Up, Competition in the Housing Market, and The Nasdaq Races Past Its Peers

June 24, 2020
The economy is showing more signs of life as the end of Q2 approaches. The Chicago Fed National Activity Index has crossed sharply ...