VIDEOS

VIDEO: Short-term reaction or a longer-term trend change?

VIDEO: Short-term reaction or a longer-term trend change?

Over the last decade, the largest tech companies have consistently and significantly outperformed the rest of the market. Last week, seemingly catalyzed by the July 8th CPI report, we saw a complete unwind of the trade…

VIDEO: BCM’s 2Q21 Quarterly Market Update Call with the PM

VIDEO: BCM’s 2Q21 Quarterly Market Update Call with the PM

Economic “normalization” continued as the effects of the reopenings were seen in Q2. The U.S. is growing faster than most other developed nations, at higher than expected rates prior to Covid, but is this just a reopening upswing that will fizzle out?

VIDEO: BCM’s 4Q20 Quarterly Market Update Call with the PM

VIDEO: BCM’s 2Q20 Quarterly Market Update Call with the PM

We’ve come a long way since the onset of the Covid-19 crisis and resultant market meltdown in Q1—the S&P 500® Index has erased its losses for the year and the Nasdaq has hit new all-time highs—but we’re far from out of the woods.