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VIEW THE LAST EDITION OF THE RUNDOWN

THE RUNDOWN

3.17.2020

SOMETHING SOMEONE ONCE SAID

“Listen, I wish I could tell you it gets better. But it doesn’t get better. You get better.”   -Joan Rivers

MARKET RECAP 

Fittingly, the final three months of 2019 closed out in favor of the bulls with global equities rising by 9%. A variety of factors played a role in boosting stocks and bonds in the final quarter. First, manufacturing in both the US and the eurozone perked up from September, even though they both remain relatively anemic overall. Secondly, the service sectors domestically and in Europe have shown signs of life despite some headline-making layoffs in other industries. In the US, over 200,000 jobs were added in November and the fact that overall employment is standing up to weakness in manufacturing is inspiring some investor confidence that a recession is not lurking in the weeds.

On December 15th, global markets dodged a political clusterf$*k when the phase one trade deal prevented a US tariff hike on Chinese imports. No one knows how long this trade armistice will last, but it will certainly be something to monitor as we segue into 2020. With the curtain closing on 2019, we also saw some personnel shuffling at key central banks as Christine Lagarde snagged the mic from Mario Draghi at the ECB and Andrew Bailey became king of the north at the Bank of England.

 

TOP PERFORMING S&P STOCKS (YEAR-TO-DATE)  

1) SALESFORCE.COM INC (+13.04%)

2) OCCIDENTAL PETROLEUM CORP (+13.01%)

3) L BRANDS INC (+11.42%)

4) VERISIGN INC (9.9%)

5) WESTERN DIGITAL CORP (+9.75%)

 
 

TRENDING ON TWITTER

1. #PORTFOLIODAY

2. #DANTE

3. #VINCEVAUGHN

The famous “frat pack” actor was spotted shaking hands with President Trump at the College Football National Championship on Monday night. So naturally… he’s trending on Twitter.

3. #TUESDAYTHOUGHTS

3. #MYPSYEAR2019

Today is national portfolio day, which is a day designated for visual artists and designers who wish to pursue an education in the field of visual and related arts. If you ever hear people using phrases like “Adjust the opacity on the raster” or “I’m altering the radial gradient”, this day is for them.

Nintendo announced today that they will unveil the name of the next Smash Bros. DLC fighter on Thursday. Game on.

This hashtag is a space for Twitter users to share motivation, inspiration, or really anything, each Tuesday. Ya know, all the feels.

Apparently, Sony is releasing data around how much time people spent playing PlayStation in 2019. And users seem both impressed and appalled at the same time. Also, maybe game on a little less.

FINANCIAL ARTICLES WE LOVE

1.    Let's Do This. 1 Like 1 Opinion About Productivity

This musing is well off the beaten financial path, but there’s a bunch of hard-hitting new year’s inspiration in here.


2.    Tax Tips After January 1, 2020

Check out these savvy tax tips that can help save you some money (and lower your stress) in the new year.


3.    Almost Everything Wall Street Expects in 2020

Bloomberg experts peek into the ol’ crystal ball and predict what they think will happen in the financial markets over the next year.

 

THINGS WE'RE INTO

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WINE SELECTION:

The Dissident by

Mark Ryan Wine

$49
 

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HOT READ:

Magic Time: My Life in Hollywood

by Hawk Koch 

get it on Amazon
 

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PODCAST PICKS:

To Live and Die in LA

(Tenderfoot)

find it where you podcast

 

 

DROPPING KNOWLEDGE

What is the largest city in the world that spans more than one continent?? Check the answers in the black box below.

SUBMIT YOUR FAVORITE TRIVIA QUESTION TO BE INCLUDED IN NEXT MONTH'S EDITION OF THE RUNDOWN.

IF YOURS IS SELECTED, YOU'LL WIN A $50 AMAZON GIFT CARD AND CUSTOM SWAG PACKAGE.

 

RESTAURANT RECOMMENDATIONS

1.

2.

3.

 

THE RUNDOWN

JANUARY 14, 2020

ONE GOOD THING

The start of a new year means time to reflect on the last twelve months while also considering how we can innovate ourselves to improve our lives in the year to come. In the spirit of self-improvement (and playoff season), this edition of one good thing focuses on how you can borrow time management and productivity hacks from top NFL coaches. Because they’re prettayy good at things like maximizing efficiency and leaning into their strengths. #winning

 

THE EVERGREEN LINK

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CONTACT

INQUIRIES

For any inquiries or questions, please fill out the form or contact:

info@evervestment.com

LOCATION

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Bellevue, WA 98004

Tel: 425-467-4603

 

TRIVIA ANSWER:  GIstanbul, Turkey – This transcontinental city straddles the Bosporus Strait, which separates Europe and Asia between the Sea of Marmara and the Black Sea. Istanbul is home to about 15 million people and was founded in 660 BC.)

 

DISCLOSURES

*Low fees compared to traditional wealth management services which often start between 1.00%-1.50% and often have higher minimum account values. 

**Evergreen may consider the tax consequences of certain investment decisions for the models used for client portfolios, the Evervestment program does not take into account the individual tax considerations of specific clients, and Evergreen does not provide any tax advice. The client is responsible for any tax implications and/or tax obligations that arise from the client’s decision to enroll in the Program.

Registration with the SEC does not imply an official endorsement or indicate a certain level of skill or training.