In our fourth podcast during the COVID-19 pandemic, Joe Barry, Pat Barry, Kate Alves, and Dan Pinheiro discussed questions that we've recently gotten from clients. In particular, they discussed the impact of stimulus from the Fed and U.S. Federal government, and what sectors may benefit from shifts in consumer spending habits.


As always, please reach out to your team at Barry if you have any questions about the material that’s covered.

Best Regards,
The Barry Team
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Chart of the Month

By many accounts, the first asset bubble in history occurred in the Netherlands during the 1630's. Tulip bulbs were the focus of that buying frenzy, and - for a short period of time - just one tulip bulb was worth more than some homes. We share that story to say: investment bubbles are not a new phenomenon.


The chart above shows some more recent asset bubbles. The tech bubble around 2000 and the US housing bubble around 2008 are well known, but this chart features some lesser-known buying frenzies: gold in the late 70's, the Nikkei index in the late 80's, and Thailand during the 90's.


Today, "market disruptors" appear to be in a bubble, and the disruptors portion of this chart tracks companies within the NYSE FANG index: Facebook, Apple, Amazon, Netflix, Google, Alibaba, Baidu, NVIDIA, Tesla, and Twitter.


While market bubbles aren't always evident until they pop, this chart is another indication that disruptors have seen prolific price appreciation in recent years -  and may be due for a correction relative to their peers.


Employee Favorites

A Fun Outdoor App

Geocaching is an outdoor activity where you use a GPS to search for small containers (called “caches”) that contain small trinkets. The Geocaching app shows you the general location of these caches, but it becomes a treasure hunt to find the actual container once you are in the right spot.


This is a great (and free!) way to get the kids outdoors in the era of social distancing. We’ve been enjoying it recently around New Bedford, and we hope you will too.

Investing Wisdom

"Bear markets have three stages,-Sharp down, Reflective rebound, and a drawn-out fundamental downtrend". 


Bob Farrell

The Lighter Side Of Investing
Barry Team Happenings


The team has spent much of this month practicing social distancing, hand washing and spending time at home with our families.  But, we were able to get some celebrating and networking in!

  • Liz Garvey celebrated her 10-year anniversary at Barry.  Congratulations, Liz!
  • Whitney Holland participated in a virtual round table with Chief Operating Officers from other RIA's in the area.  The meeting was hosted by Fidelity and focused on best business practices while working through these unique times.