• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
Marin Wealth Advisors

Marin Wealth Advisors, LLC.

Registered investment Advisor

  • Investment Advice
    • Help with Your Investments
    • Investment Standards
    • ESG Investing
    • ESG Portfolio Management
  • Financial Planning
    • Stock Compensation Advisors
    • 529 College Savings Plan
    • Estate Planning Advisors
  • Retirement Planning
    • Retirement Financial Advisor
    • Early Retirement
    • Employer 401K Plans
    • IRA Rollover Accounts
    • Business Retirement Plans
  • About
  • Blog
  • Locations
  • Contact
  • Client Portal
  • Form CRS
  • Investment Advice
    • Help with Your Investments
    • Investment Standards
    • ESG Investing
    • ESG Portfolio Management
  • Financial Planning
    • Stock Compensation Advisors
    • 529 College Savings Plan
    • Estate Planning Advisors
  • Retirement Planning
    • Retirement Financial Advisor
    • Early Retirement
    • Employer 401K Plans
    • IRA Rollover Accounts
    • Business Retirement Plans
  • About
  • Blog
  • Locations
  • Contact
  • Client Portal
  • Form CRS

Markets Adjust to the New Sheriff and His Crew

December 1, 2016

Markets Adjust to the New Sheriff and His Crew

We’re in the midst of a very large market rotation based on several anticipated economic policy changes. Although the President-elect is not easy to nail down, his economic cabinet and other leadership choices are pointing to less bank and business regulation, lowered corporate taxes, and economic stimulus.

Bond prices are down significantly as big investors, fearing inflation and higher interest rates, exit fixed income. Stock managers are rotating out of healthcare (lingering fears of pricing pressure,) interest sensitive stocks (like utilities and REITs,) and tech stocks, just because they need cash to chase industrials and commodities, as beneficiaries of fiscal stimulus (infrastructure spending,) and banks as beneficiaries of higher interest rates (making loans more profitable.)

If we get signs that all this leads to increased economic activity, more employment and higher wages, more capital investment, and more bank lending, we think current stock prices can generally be supported. Although there may be moments of doubt and fear, given the above assumptions, we would  probably see those moments as opportunities to add to quality stocks, especially if the sector rotation continues to be so robust. However, the going looks difficult for bonds.

Category iconFinancial Planning,  Investment Management Tag iconETFs,  Mutual Funds,  Stocks

Primary Sidebar

Recent Posts

  • Another Perfect Week – Dec 1 Market Recap
  • Indices Higher, Crude, Inflation, Yields Lower – Nov 17 Market Recap
  • Government Shutdown and Moody’s Fallout Loom – Nov 10 Market Recap
  • A Perfect Week – Nov 3 Market Recap
  • Good News is Bad News Once Again – Oct 27 Market Recap

Categories

  • Asset Allocation (1)
  • Education (135)
  • ESG Investing (1)
  • Estate Planning (4)
  • Financial Planning (10)
  • Investment Management (43)
  • Investments (16)
  • Retirement Planning (12)
  • Stock Compensation (2)
  • Uncategorized (19)

Working With Marin Wealth Advisors

Fee-only Investment Management
Financial Planning at an hourly rate
No commission

Request a complimentary one-hour financial review


    Footer

    Marin Wealth Advisors LLC

    899 Northgate Drive, Suite 300
    San Rafael, CA 94903
    415-458-5880

    50 California St. Suite 1500
    San Francisco, CA 94111
    415-472-5885

    1901 Harrison Street, Suite 1100
    Oakland, CA 94612
    510-217-8100

    2121 California Blvd, Suite 290
    Walnut Creek CA 94596
    925-374-4899

    info@marinwealthadvisors.com

    All Content Copyright © 2023 Marin Wealth Advisors, Registered Investment Advisor, Marin County, CA

    Disclaimer:
    The MWA website and blogs are limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.
    All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

    No information contained on this website or blog constitutes tax, legal, insurance or investment advice.

    Stay Connected: