In this month’s newsletter, we discuss the investor emotion cycle and share our favorite grill for summer
We hope you and your family are enjoying summer and that you are able to celebrate the Fourth of July with family and friends - something we're all thankful for in 2021!
For this month’s newsletter, Joe Barry discusses the investing emotion cycle. Watch the video and see if you can gauge where the public’s temperament is on six key investing topics: inflation, junk debt, FAANG stocks, real estate, cryptocurrency, and the government’s ability to bail out markets.
As always, if you have questions or comments about the ideas shared, we invite you to connect with our team!
The investing emotion cycle tracks the investing public’s temperament towards an asset, idea, or belief. It flows from lowest popularity (price bottom) to greatest acceptance (price peak). A round trip is usually measured in years with frequent partial reversals.
We frequently use this framework to gauge market sentiment and to help us understand when markets are exhibiting irrational exuberance (or despondency).
Be sure to listen to the podcast above to hear Joe's thoughts.
Employee Favorites
A Great Grill
The Big Green Egg is great for summer grilling and it flavors the food in a way that is hard to replicate with normal charcoal. Not only can you grill meats and vegetables, but you can also make pizzas, which is a fun activity to do with family and friends!
"You get recessions, you have stock market declines, if you don't understand that's going to happen, then you are not ready and won't do well in the markets."
Peter Lynch
The Lighter Side of Investing
Reprinted with permission of CartoonStock
Barry Team Happenings
We had two birthday celebrations in June - Katherine Taylor on June 16th and Liz Garvey on June 18th. Happy Birthday, Katherine and Liz!!
We're happy to announce that our own Dan Pinheiro recently received the prestigious Fletcher Award. Be sure to click on the blog post included above for more details. Congratulations, Dan!
Whitney Holland celebrated her 6th anniversary with the firm on June 1st.
Whitney Holland, Kate Alves and Liz Garvey participated in a virtual networking event hosted by Fidelity where they were able to meet and collaborate with other women in the financial industry.
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