You’ve heard it from presidents and pundits, at the PTA meeting and the produce stand: The stock market is up, so the economy is good. Or maybe you’ve heard that, because the stock market is down, the economy is tanking. While the stock market and the economy often do impact each other, however, they are Read more
Stock Market
Landing Zone: The Fed, Inflation, and Market Volatility
On June 15, 2022, amid efforts to regain control over soaring consumer prices, the Federal Reserve raised its benchmark interest rate by three-quarters (0.75) of a percentage point, the largest interest rate increase in 28 years. The move followed a quarter-point (0.25) increase in March 2022 and a half-point (0.50) jump in May 2022. This Read more
Reclamation Projects: How Stock Buybacks Work
As the stock market reels amid concerns over inflation, stagflation, the Federal Reserve’s raising interest rates, Russia’s invasion of Ukraine, and a surge in commodity prices that could stall the economy, corporate stock buybacks are on a record pace in 2022. Stock buybacks, also known as share buybacks or share repurchase programs, involve a public company Read more
Stress Factors: Economic and Stock Market Update
Stocks have had both back-to-back downturns and a relief rally so far in 2022. Investor sentiment has flip-flopped as a result. Where is it heading? Federal Reserve tightening, inflation, and the war in Ukraine have been the dominant big-picture forces influencing the economy in 2022. This confluence of negative factors set U.S. stocks up for Read more
The Ukraine Crisis and the Markets
The invasion of Ukraine by Vladmir Putin’s Russian Federation troops will have a devastating effect on the people and infrastructure within Russia’s unfortunate neighbor. Death and destruction are certain. The effect on the geopolitical landscape could be equally devastating, as Putin seeks to reclaim former Soviet territory. Putin’s actions have already ratcheted up tensions between Read more
One of our “Ace” Cards: Larry Carlin of Conestoga Capital Advisors
We are pleased to send you this link to a Forbes magazine Q&A with equity research analyst Larry Carlin of the $5.3 billion Conestoga Capital Management. He is a key resource for Bowen Asset Management, and we invest in some Conestoga funds when and where we deem it appropriate. We often consult with Carlin, whom Read more