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Quarterly Update – January 2018

Genesis Wealth Advisors
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Commentary

  • 2017: Risky assets soar, Bitcoin bubble, income gap widens, debt soars, wages stagnant, brick and mortar retail closures
  • 2018: Consensus is bullish on growth and stocks, geopolitical uncertainty rises, volatility rises, debt soars, and inflation tame
  • Watch for central bank missteps, policy errors, social unrest, and
    bumpier market

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Quarterly Update – December 2017

Genesis Wealth Advisors
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Commentary

  • U.S. Equity markets surged during November on hopes of a new tax reform bill
  • Overseas Asian markets outpaced Europe
  • Changes at the Fed suggest little disruption in interest rate policies while Q3‐2017 growth was revised higher
  • Innovations in technology continue to keep a lid on inflation and real wage growth

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Quarterly Update – November 2017

Genesis Wealth Advisors
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Commentary

  • An attorney, not an economist is the new Fed Chair pick
  • Why the labor market is now NOT a driver of higher inflation or growth
  • Balancing portfolio risks and opportunities where there is a productive use of capital investment

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Quarterly Update – October 2017

Genesis Wealth Advisors
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Commentary

  • Continued strong market returns with improved earnings and economic growth; sustainability remains a question
  • Limited progress thus far on potential acceleration catalysts (health care, tax reform, and infrastructure)
  • The world remains a dangerous place; the Fed remains committed to rate hikes – risks abound

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Quarterly Update – September 2017

Genesis Wealth Advisors
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Commentary, Wealth Management

  • Equity markets were mixed but clustered around flat; we see
    increasing opportunities outside the U.S.
  • Despite low inflation and wage growth, the Fed seems intent
    on raising rates and shrinking its balance sheet
  • GDP posted a 3% rise in Q2, but longer-term productivity and
    population growth challenges remain

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Quarterly Update – August 2017

Genesis Wealth Advisors
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Commentary

  • Financial markets ignore uncertainty and chaos – what gives?
  • Why diversification is now most crucial to investors
  • Beware of the pundits – they are only right until they are ultimately wrong

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Quarterly Update – July 2017

Genesis Wealth Advisors
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Commentary

  • Continued strong market returns with a robust earnings recovery led by energy; is it sustainable?
  • Lack of catalysts (health care, tax reform, and infrastructure) and Fed rate hikes have helped stall faster growth
  • The world remains a dangerous place; the weak expansion is aging and equilibrium is likely unstable

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Quarterly Update – June 2017

Genesis Wealth Advisors
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Commentary

  • Equity markets continued to plod higher for the most part; we see increasing opportunities outside the U.S.
  • Despite additional planned Fed rate hikes, longer term interest rates fell
  • Economic growth should rebound from 1st quarter doldrums, but remains challenged longer‐term

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Quarterly Update – May 2017

Genesis Wealth Advisors
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Commentary

Risk aversion and implied volatility measures are at all‐time lows – what does this mean?
Equity and bond valuations appear rich with little evidence to further support multiple expansion.
Economic growth remains sub‐par and a lack of productivity gains suggest the current path will not change anytime soon.

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Quarterly Update – April 2017

Genesis Wealth Advisors
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Commentary

Suppressed financial and economic volatility continues todrive financial asset prices higher.
Hard economic and fundamental data remain disconnected from soft data (e.g., sentiment).
The bloom is off the rose for the Trump reflation trade as the timing and scope of fiscal change remains in question.

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