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
Stock Market
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
What Do You Do Now?
You probably already know the rational steps to take during a financial crisis: Don’t look at your 401(k) or investment accounts. Don’t stay glued to the cable TV business channels or bury yourself in reports by the financial press. And, above all else, do not panic-sell your investments. Trying to manage any short-term market-timing during Read more
Circuit Breakers and Stock Market Machinery
The effort to limit the spread of the COVID-19 virus has caused major disruptions in our daily lives, and wild fluctuations in the stock market. While the effect on our lives are somewhat in our control, the stock market volatility may seem unpredictable and chaotic. However, there are mechanisms in place to prevent the market Read more
Bear Fears and Handbag Branding in Las Vegas at Emerald’s Annual Conference
In mid-October, Bowen Asset Management attended the annual financial conference in Las Vegas sponsored by the Lancaster County-based Emerald Advisers, Inc. It’s always a worthwhile and informative trip to the desert for this compact and intimate gathering of very smart money managers, featuring lively interactive panel discussions with top investment and retail analysts and research Read more