February 4, 2020

In the initial weeks after the news of the Wuhan coronavirus (2019-nCov) outbreak, exponential growth in reported cases coupled with spotty data suggested an extremely contagious pathogen with a high case fatality rate. Early estimates had the transmission rate (R-0) at 3.8 new cases for every infected person and a fatality rate of over 3%. Combined with...

January 15, 2020

A blended or "balanced" portfolio of 60% stocks and 40% bonds currently yields under 1.8%, an all-time low...

January 6, 2020

Fidelity's recent audit of its 30 million retirement accounts revealed that nearly 40% of its clients were over-allocated to equities relative to what would be recommended by most advisors for their current phase of life. In addition, 8% of retirement accounts had 100% in equities. Without knowing the details of each account holder's personal situation, i...

December 23, 2019

This week's chart juxtaposes the sad current state of the energy sector with one of the top-performing stocks (Apple) in the top performing sector (Tech)...

December 16, 2019

As of the third quarter, aggregate U.S. household assets (excluding nonprofit organizations) are at the highest level relative to incomes in history...

December 3, 2019

Market pundits are drawing parallels between the performance of the S&P 500 for 2013 and 2019, and for good reason—the comparisons are understandable considering how similar performance has been, especially since July. However, we need to fight the temptation to assume analogs like this can be used to predict the future. The reality is more often than not...

November 26, 2019

As the year winds down, we find ourselves reflecting on the unusually low volatility we see across financial markets and what that may be telling us about the outlook for the year ahead. With Thanksgiving just a few days away, what better time to revisit the classic analogy provided by Nassim Taleb in his 2007 book, The Black Swan.

October 29, 2019

Overlaying the deficit as a % of GDP with the unemployment rate, we can see how unusual such a high deficit is in the context of an economic expansion...

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The information contained in SpringTide Partner's website is of a general nature and for informational purposes only and does not constitute financial, investment, tax or legal advice. These materials reflect the opinion of SpringTide Partners as of the date produced and are subject to change at any time without notice due to a variety of factors, including changing market conditions or tax laws.  Where data or analysis is presented that is prepared by third parties, such information will be cited. These sources have been deemed to be reliable by SpringTide but no guarantee can be made as to their accuracy.  Any links to third party websites are offered for use entirely at your own discretion. SpringTide Partners is separate and unaffiliated from any third parties listed herein and is not responsible for their products, services, policies or the content of their websites. All investments are subject to varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product referenced directly or indirectly in this website will be profitable, perform equally to any corresponding indicated historical performance levels, or be suitable for your portfolio. Past performance is not an indicator of future results.

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