Tag Archives: Presidential Election

Coming Debates – Capital Markets 

Posted on September 14, 2016 by | 1 comment

With the first Presidential Debate a few Mondays away we thought it timely to remind everyone on BOTH sides of the fence, long term, Capital Markets are only concerned with earnings and growth.

Capital Markets Indifferent to Political Persuasions

  • There will be some headwinds and tailwinds for certain sectors of the economy, depending on the possible result
  • Historically, one party has been better for capital markets than another  (see our research here)
  • The world does not end with a Presidential change
  • Before an election, the uncertainly seems monumental, think Y2K!
  • After the election……some slight change in policy, maybe
  • Capital markets most dislike uncertain events which an election can bring (think Brexit)
  • Life goes on after the election, Brexit again

It’s never as good as we think, or as bad…just somewhere in between !

Have a Great “Reminder of the Real Facts” Day !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

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Posted in Economy, Investing/Financial Planning, Market Comments, Political

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Election Fall … Earnings Season Teaser … Summer Friday

Posted on July 29, 2016 by | Leave a comment

As the conventions wrap up, the parties have “officially” nominated their person. The coming debates are expected to draw more eyes than ever before.

Here are the latest pollster odds …

 

Take your pick!

Earnings

We are heavy into earnings season and the results are trending better than analysts were predicting. Next week we have a busy, but informative chart that shows how regularly earnings start high at the beginning of the year and drop as the year passes….

Ahh…but that is next week… Today is a Wonderful …over-the-mid-point of summer…last business day of July ….Summer Friday!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

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Posted in Earnings, Earnings Season, Investing/Financial Planning, Political

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USA Election day is finally near, our thoughts on the possible market reactions

Posted on November 5, 2012 by | Comments Off on USA Election day is finally near, our thoughts on the possible market reactions

With election day on final count down, we wanted to give you our thoughts on possible market reactions given certain outcomes. No matter what poll you may choose to look at, it is not clear of outcome at this time, which makes for a good analysis of market reactions.

So here we go:

  1. Possible continued semi-gridlock provides a yawn for markets: Our belief is that continued opposite party representations of the house/senate provide a neutral backdrop for either party that is elected as president. We give this a very high probability.
  2. Full sweep in either direction will create opportunities and perceived losers: Should either party have complete control, established by a presidential, house, and senate representation, market participants will take note and generally provide a positive for markets. Our probability is less than 25% on this option.
  3. Hanging chad or similar is very negative: While punches are no longer used for voting, a delay of any type will be a negative to market participants. Our reasoning is that this outcome creates continued confusion for the fiscal cliff. We give this a smaller than 5% chance probability.

One last item worth mentioning, the fiscal cliff (tax increases looming near year-end) are much more worrisome than the outcome of the elections for us. Should we have option two above occur (party agnostic) this is very positive for the fiscal cliff concerns and makes us more optimistic for the nearer term.

PLEASE VOTE..IT IS YOUR RIGHT!

Have a great day!

JK

PS Phones are up and working perfectly!

214-706-4300
www.jkfinancialinc.com
8222 Douglas Ave # 590
Dallas, TX 75225

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Politics and Money…ever wonder where it comes from or goes? You can tell here !

Posted on October 18, 2012 by | Comments Off on Politics and Money…ever wonder where it comes from or goes? You can tell here !

If you have been reading our writings long you know we are careful not to tread too far in either direction on politics as it is just a losing game. Recently we ran across and interesting site that you might want to review since it is the season.

The Federal Election Commission,  created in 1975 by congress has the following Mission and History:

…to administer and enforce the Federal Election Campaign Act (FECA) – the statute that governs the financing of federal elections. The duties of the FEC, which is an independent regulatory agency, are to disclose campaign finance information, to enforce the provisions of the law such as the limits and prohibitions on contributions, and to oversee the public funding of Presidential elections.

In addition to some snazzy graphs and charts (we love graphs and charts) there are several frequently asked question areas that may help as we tick down to election day.

Speaking of snazzy…here is a snazzy election donation tracking money map to whet your appetite:

If you have a spare moment and a curious thought, take a look at the site, it will be worth your time.

Have a Great Day!

JK

214-706-4300
http://www.jkfinancialinc.com
8222 Douglas Ave # 590
Dallas, TX 75225

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Posted in Education, World Political

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