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Thanks for checking out our blog.  Here you will find both Notes From Stone Bridge as well as Numbers Game.  Notes From Stone Bridge contains our latest thoughts on market drivers as well as investment themes that are catching our attention.  We try to write our Notes in plain English so that all the visitors to our website, no matter what their background, can understand and make sense out of topics that can be complex.  Numbers Game is a piece written by Joseph Davis looking into the "numbers" to help break down issues investors face when investing in markets.  Our desire is for our blog to be educational and helpful as we pass on a little of what we see going on in our world of investing.  If we are successful in that, then you might sound a little smarter at that next dinner party.

 

Friday, June 12, 2020

A big “Thank You” to those who were able to attend our first Stone Bridge Web Conference. It was a great turnout with some very good questions from our guest. We focused on COVID and Healthcare, touching on topics such as...

 

Saturday, April 25, 2020

A lot has changed in the last two months since our last Stone Bridge get-together in late February on the S.E.C.U.R.E Act, which many of you were able to attend. Brian Dobbis with Lord Abbott did a great job of breaking down changes...

 

Saturday, April 25, 2020

We thought it might be valuable to share several of our client emails. These email were sent over the last several months keeping clients updated with their portfolios, working from home and the CARES Act. Client email reprint from...

 

Tuesday, March 24, 2020

Sector analysis is something I think is very important for an active or passive investor investor. When we break the market apart into sectors we can better understand what is going on. The sectors we will be looking through are broken...

 

Friday, January 24, 2020

Happy New Year! We hope that this edition of “Notes” finds you well and that you are pleasantly surprised that 2020—from an investment perspective—has picked up right where 2019 left off. As of this writing,...

 

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Monday, December 23, 2019

Cyber scammers have recently hit two families that we know personally. The damage done was significant in both cases. For those of us who fear of being scammed, hacked, or having our identity stolen, we often live in fear instead of...

 

Tuesday, October 8, 2019

The economic focus is, as it has been for most of the summer, on the now very familiar song and dance of the US consumer remaining strong in the midst of a global slow-down of manufacturing activity. Despite the problems in...

 

Monday, September 30, 2019

TLDR: Technology and Discretionary are starting to pull back to a more normal trajectory. Utilities and Real Estate were safe havens in the December pullback and continue to show strength. Sector Rotation Today we are going to look at...

 

Sunday, August 25, 2019

Headlines, headlines and more headlines. Since late Spring it seems we have been writing about market reactions to news headlines versus actual economics. While market fundamentals, especially consumer related data, have remained...

 

Thursday, August 1, 2019

This is my blog here at Stone Bridge Asset Management. As the lead for quantitative research at Stone Bridge, Numbers Game felt like a great fit for my continuing updates on our research.

 

Wednesday, May 22, 2019

We recently held a round table discussion that featured a couple of Fixed Income and Global Allocation strategists. The format opened with a few comments from each of the participants, and then we jumped right into questions. A big...

 

Thursday, March 28, 2019

We are rapidly coming to the end of the 1st quarter for 2019. December of 2018 is becoming a faded memory as equity and fixed income markets continue to show solid performance with trade issues and our newest best friends at the...

 

Tuesday, February 26, 2019

We have all heard the phrase “by the numbers”. When you hear that phrase, do you think of an orderly process? Something being done “by the numbers” suggests the comforting notion that there is little or no...