Technology’s Capital Market Theme: Portfolio Protection With Cyber Security

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In early September, Equifax (EFX) announced a security breach that occurred back in mid-May 2017 and was discovered in late July 2017. Just yesterday, WholeFoods, a recently acquired division of Amazon (AMZN), reported a hack that may have compromised its customer data. Other high profile hacks thus far in 2017 have been Chitpotle’s (CMG) Payment […]

View From the Hill: Bipolar Fed Rattles Markets Once Again

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By J Clinton Hill, Capital Markets Strategist @ Hillbent.com Market Condition: August 26, 2016 In the first hour of trading, stocks advanced on Fed Chair Janet Yellen’s suggestion of “gradual” rate increases. However, Stanley Fischer, Fed Vice Chairman,  expressed things quite differently by reiterating the possibility of a rate hike in September. With not much […]

View From the Hill: Risk Assets Rally to Recover Losses After Release of FOMC Minutes

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By J Clinton Hill, Capital Markets Strategist @ Hillbent.com Market Commentary: August 17, 2016 At the beginning of today’s trading session, stocks and bonds both continued in lock-step with yesterday’s pullback, but then rallied after release of the FOMC minutes. With no definite signs of tightening being favored by the majority of the committee’s voting […]

View From the Hill: Stocks Making Record Highs On Oil Rally

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By J Clinton Hill, Capital Markets Strategist @ Hillbent.com Market Commentary: August 15, 2016 Record highs still defy the seasonal patterns of a summer selloff. Much credit can be given to central banks which have accommodated the markets with low-interest rates, asset purchases, and other stimulus measures. Earnings season is almost over as most of […]

View From the Hill: Bull Market: To Be or Not To Be?

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By J Clinton Hill, Capital Markets Strategist @ Hillbent.com Market Commentary: August 12, 2016 There will be no comments posted in this evening’s View From the Hill report. (For a comparative analysis and review of asset class performances, along with their key benchmark indexes, please refer to our exchange traded fund performance table below.) Have a […]

View From the Hill: Bullish Market Momentum Decelerating, Earnings or Not

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By J Clinton Hill, Capital Markets Strategist @ Hillbent.com Market Commentary: August-1-2016 Tonight’s comments will be extremely brief. Here we begin a new month and the fourth week in breakout territory for the S&P 500. Since then, market momentum has definitely decelerated amongst the bullish and I suspect we are heading for a support test […]