Chief Investment Officer at Sowell Management Services

Sowell Management is a privately held, independent RIA firm providing customized, modern portfolio strategies and back office solutions to financial advisors.

ALL CONTRIBUTIONS

The Nuclear Option?
The U.S. is threatening to place tariffs on basically all Chinese goods and China has publicly introduced the so-called nuclear option. For the markets, this represents a stalemate - and the fear that the "tiff" might become prolonged.
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EC Here We Go Again?
It took some impressive "dip buying" to keep the market out of the -3% correction zone last week. But the current pullback can so far be categorized as garden variety.
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Is "Melt-Up" The Operative Word?
As long as big money continues to seek a home, the economy continues to grow, and corporate America continues to do what it does best - make money.
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EC About That "Retest" Thing...
Lest we forget, when markets fall 20% in short order there is usually a reason.
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Is There More Upside Ahead?
Stocks closed at a fresh cycle high on Friday as the S&P 500 has been enjoying a 7-day win streak, which is the longest in 18 months.
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It's About Expectations Versus Reality
The bottom line is that the game is now all about expectations for growth versus the reality of what actually transpires.
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Comments

Latest Comments
Quick Take: Confidence Abounds
2 years ago

The trend is your friend! So, yes, the bulls are in control. However, things are getting a bit stretched to the upside at this time.

1 to 1 of 1 comments

STOCKS I FOLLOW

AAPL Apple Inc.
AGG iShares Trust - iShares Core U.S. Aggregate Bond ETF
BAC Bank of America Corporation
DIA SPDR Dow Jones Industrial Average
EEM iShares MSCI Emerging Markets Index
FXI iShares China Large-Cap
GLD SPDR Gold Trust ETF
GS Goldman Sachs Group Inc.
SPY SPDR S&P 500
TIPZ PIMCO ETF Trust
USO United States Oil Fund, LP
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Work Experience

Chief Investment Officer
Sowell Management Services
March 2015 - Present (4 years 3 months)

Education

Northern Illinois University
BS
1976 / 1980
Economics, Computer Science

Publications