On behalf of the entire Smof Investment Team, we wish you a happy holiday season and a prosperous New Year. May this time of year bring you health, relaxation, and beautiful moments with your loved ones. We all had to adapt to a new reality this year. We came together to face these difficult times… Read More
The Smof Investment Blog
For investors, it was a November to remember. The Dow Jones Industrial Average (DJIA), closed November with an 11.8% gain. This was the best November result for the Dow Jones since 1928 and the best single month for the index since January 1987. The Dow Jones also closed above the 30,000-point barrier for the first… Read More
Commentary from Myles Zyblock, Chief Investment Strategist, Dynamic Funds Yesterday, Dynamic Funds’ Chief Investment Strategist, Myles Zyblock, offered his thoughts on the Q3 Earnings results. Earnings Rocket Past Expectations Third quarter reporting season is effectively complete with filings from nearly 95% of S&P 500 constituents now in the books. Expectations were surpassed across the entire… Read More
Myles Zyblock, Dynamic Funds’ Chief Investment Strategist, offered the following insights around the U.S. economy this week: U.S. Economy: Q3 GDP and Beyond The world’s largest economy is in recovery mode. U.S. consumer spending has made an impressive comeback, manufacturing activity has firmed, and the stabilization in international markets is supporting trade. The second-quarter GDP… Read More
Many of our investment partners release economic and market commentary, and the purpose of this article is to summarize the key opportunities and risks these companies are seeing as we near the final quarter of 2020. The first quarter of 2020 was a period of unprecedented volatility as COVID-19 took hold and lockdowns caused global… Read More
We hope you all had a safe and pleasant summer. The most common question I have received this year, one that I have asked myself many times, is “how can markets be up amidst the pandemic and economic backdrop?”. On May 29th, we wrote a blog titled “Markets vs. Economy, why markets are only 10-15%… Read More