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Matt's Market Insights

November, 2017

Thankful for Growth

By Matthew Kerkhoff

 

This economy may not be perfect, but it’s the only one we’ve got, so let’s be thankful for the many positive developments we’re seeing both here in the states and across the globe. This week, as you sit down with loved ones, take a moment to appreciate how good things truly are right now.

 

Not only is the U.S. economy growing at the fastest rate in years, we’re seeing healthy developments in many areas around the world. For the first time since the great recession, one can utter the words “synchronized global recovery” without being seen as a total nut case.

 

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Economic Momentum and Virtuous Cycles

By Matthew Kerkhoff

 

When most people hear the term momentum, they think about classical physics – the idea that an object in motion stays in motion, unless otherwise disturbed. Those who spend their lives watching prices tick are familiar with another type of momentum – price momentum.

 

This refers to the empirically observed tendency for rising prices to keep rising, and falling prices to keep falling. Price momentum is a very powerful driver of asset prices, with its roots in behavioral psychology, but today I want to talk about a different type of momentum – economic momentum.

 

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