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Lacey Cobb, CFA, CFP®

Weekly Market Digest: What’s Going On With Treasury Yields?

Weekly Market Digest: What’s Going On With Treasury Yields?

The market does not like uncertainty – and this was heard loud and clear this week! The week got off to a rocky start with new tariff threats flying back and forth between the U.S. and China. That was accompanied by weaker economic data out of China and...
Should You Invest in an IPO?

Should You Invest in an IPO?

IPOs often generate lots of excitement—do they also generate investor profits? Sometimes, but Warren Buffett stays away. Initial public offerings (IPOs) create buzz in the investment world. After all, who doesn’t want “in” on the ground floor of the next...
Weekly Market Digest: Breaking Down Facebook’s Libra

Weekly Market Digest: Breaking Down Facebook’s Libra

U.S. stocks finished the week at new all-time highs on the heels of Fed Chairman Jerome Powell’s testimony and release of the FOMC minutes. After a stronger-than-expected jobs report and a pickup in inflation, all eyes were on the Fed to reiterate...
Direct Listing vs. IPO – What’s the Difference?

Direct Listing vs. IPO – What’s the Difference?

Business chat and instant messaging company Slack Technologies Inc. went public on June 20, but not in the way that most businesses go public. Instead of doing an initial public offering (or IPO), Slack executed a direct listing. Also sometimes referred to...
Investing Lessons From the 2019 NBA Finals

Investing Lessons From the 2019 NBA Finals

Nothing is Certain in Investing – Lessons Learned From the NBA Finals Trying to predict the outcome of the NBA finals is like trying to time the market – you might win, but you might end up getting it very, very wrong. Vegas priced the Warriors as the heavy...
Weekly Market Digest: Should the Fed Cut Rates?

Weekly Market Digest: Should the Fed Cut Rates?

It was a relatively uneventful week in equity markets due to anticipation of next week’s Fed meeting and the G20 Summit the following week. Global equity markets were mixed, ending flat for the week with the U.S. notching slight gains and international...
Weekly Market Digest: What’s The Deal With Huawei?

Weekly Market Digest: What’s The Deal With Huawei?

Following the recent collapse in trade negotiations between the U.S. and China, investors spent the week mulling over renewed concerns of a full-blown trade war. The two parties looked close to a deal a few weeks ago, but the situation has rapidly...
How Does An IPO Work?

How Does An IPO Work?

IPOs are dominating headlines this year — Lyft made it’s debut in March, Pinterest recently went public, and today, Uber execs rang the bell. Amidst all of the buzz, we wanted to take a pause to address some FAQs around IPOs: how does an IPO work?...
Weekly Market Digest: What is a Yield Curve?

Weekly Market Digest: What is a Yield Curve?

The S&P 500 index is back near an all-time high last seen in September of 2018, closing today less than 2% from that mark and notching a 7-day winning streak. Cyclical sectors such as materials, financials, and consumer cyclicals outperformed while the...
Weekly Market Digest: The ECB Announces Stimulus Plans

Weekly Market Digest: The ECB Announces Stimulus Plans

Global markets took a breather this week as they digested events overseas, key economic data reports and a cut in 2019 global growth forecasts. Many of the major global indexes were down for five straight days, marking a three-week low after a strong start...