Market Insights

October 20, 2021
Into the Investing Fray -- Arrival Capital's Autumn 2021 Investment Update

A relatively quick 5% or so market drop last month put the usual behavioral dynamics in play. Investors with most of their wealth tied up in the markets started to wonder if it was time to take some cash out before markets dropped further. People with too much cash on the sidelines thought about taking […]

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July 13, 2021
Arrival Capital's Summer 2021 Update -- Searching For Excellence

July 2021 In many ways, investing can be a creative undertaking, almost like an artist staring at an empty canvas wondering what colors and shapes to add. The investor's blank canvas is an empty portfolio except for cash that has been built up over years of working, saving and striving by individuals and families. That […]

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April 19, 2021
Arrival Capital Spring 2021 Update -- Why Do Stocks Go Down?

My youngest son recently asked me a simple yet provocative question, "Why do stocks ever go down?" Now you could dismiss the question as a product of a period of stock market ebullience, when even a thirteen year old's small investment account seems to go up by the week and month if not every day. […]

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January 18, 2021
Arrival Capital's 2021 Investment Outlook -- Soaring Twenties?

When writing an investment outlook at the beginning of a new year it can be tempting to wait just a few days more for a little better clarity so as to improve your chances of getting your predictions "right." Why write on January 1, 2021 when you can wait until after the Georgia Senate runoff […]

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October 15, 2020
Arrival Capital's 4th Quarter Preview -- 2020: The Finale

In investing it is usually unwise to place too much emphasis on one's personal experiences to determine an investment strategy.  But I am going to make an exception by describing how my own experiences in 2020 may offer some guidance on what has occurred in financial markets and what may lie ahead.  The COVOD-19 pandemic […]

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July 19, 2020
Arrival Capital's Mid-Year Review -- Summer Help

As many of us were locked down in March, we all hoped for better times later in the year. Perhaps by summer, we told ourselves, things would be better and the COVID-19 virus would be in abeyance. Months crawled by. A strange Spring. Stocks bottomed and then, slowly, fitfully, recovered, especially the "stay at home" […]

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July 14, 2020
Generation Z: Trends, Purchasing Habits, and Favorite Brands in Aftermath of COVID-19 Pandemic and Lockdowns

Peyton L. Rosenberg Summer Intern www.arrivalcapital.com July 2020 Generation Z: Trends, Purchasing Habits, and Favorite Brands in Aftermath of COVID-19 Pandemic and Lockdowns The Coronavirus has affected financial markets both positively and negatively throughout the last five months by, in general, hurting the restaurant and travel industry and helping industries like electronic gaming and online […]

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May 11, 2020
Q2 2020 Investment Update -- A Time Like No Other

A few days ago, I finally had the chance to read Warren Buffett's latest shareholder letter. It contained a good reminder of a key reason we buy and hold stocks of great companies -- to go along for the ride as successful enterprises re-invest profits in their key businesses to expand upon already existing profitability, […]

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January 24, 2020
2020 Investment Preview -- Seeing Clearly

In the lead up to 2020, a timely New Year's resolution would have been to try to see things more clearly in the new year, as in 20/20 vision, which is defined as "normal visual acuity (the clarity or sharpness of vision) measured at a distance of 20 feet. If you have 20/20 vision, you […]

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September 26, 2019
2019 Fall Update -- A World of Promise and Uncertainty

Summer gives way to fall. In those first few days of September, we often feel a pang of regret that the restful flow of August is ending, with Labor Day as a hard and fast border with busier times. But, if you are like me, it amazes how fast we get used to September's quickening […]

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April 12, 2019
A Journey Worth the Turbulence -- Q2 2019 Investment Update

It seems less and less people really enjoying flying. Most of us fly because we want to get somewhere worth going. To get to these places we endure the lines, security checks, cramped seats and, often, turbulence. Personally, I hate turbulence, the ups and downs, the bumps and shaking of the jet fuselage. It's not […]

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January 15, 2019
Tumultuous Times -- Q1 2019 Investment Update

Winter in New York has definitely descended upon us this week, with bone chilling temperatures under crisp blue skies forcing New Yorkers to crouch into the wind; hats, scarfs, and bulky winter jackets offering only a little relief from the cold. It can be tempting to think ahead (or back) six months to the warmth […]

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October 31, 2018
Arrival Capital 2018 3rd Quarter Update -- A Scary October

A sudden, October storm engulfed US stock markets, sending indices down around 10% but doing even more damage to recent high-flyers like Amazon and Netflix.  It should not have been a complete surprise given trade disputes, political tensions, and rising interest rates.  In the lead up to the downturn, it made sense to slowly build […]

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July 16, 2018
2018 Mid-Summer Investment Update -- No Doldrums This Year

After fifteen years of managing money professionally, I can safely say that I love my job.  One fulfilling part is working with people to understand their financial needs and goals and coming up with a financial plan and portfolio of holdings that gives them the best chance of achieving those goals.  Another exciting part of […]

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April 20, 2018
Q2 2018 Investment Update -- The Forest Through the Trees

In his latest Chairman's letter for Berkshire Hathaway, Warren Buffett lays out his rationale for owning stocks, "Charlie and I view the marketable common stocks that Berkshire owns as interests in businesses, not as ticker symbols to be bought or sold based on their "chart" patterns, the "target" prices of analysts or the opinions of […]

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January 30, 2018
Q1 2018 Investment Update -- Fast Start for the New Year but.....

One benefit of waiting almost a month into a new year to write an investment outlook is that it should give you a slight edge in actually being accurate.  But so far January 2018 has been like much of 2017 for the stock market -- higher, albeit with a bit more urgency and volatility.  We […]

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October 25, 2017
Autumn 2017 Investment Update -- Why We Invest

After market downturns it is often important not to let fear of further declines cause investors to sell down their positions at what might be at or near market lows.  The harmful effect of such panic selling is often exacerbated by then having to pay capital gains taxes on long held positions.  Yet another harmful […]

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July 21, 2017
Summer 2017 Investment Update -- Staying Grounded

Staying grounded as an investor is vital to long term success, and is as important when financial markets are making new highs as when crisis envelopes the economy.  As we continue to experience a rapidly increasing market, it is helpful to consider what staying grounded actually means.  Clearly, one aspect is to not get carried […]

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April 26, 2017
Investing Smartly in an Uncertain World -- Q2 2017 Investment Update

Resilient.  What else to call a US stock market that once again is making new highs?  Here at home, with political animosity seeming as high as it has ever been, the market moves higher, amid ongoing uncertainty over the future of healthcare, taxes, foreign policy, trade and many other pivotal questions we count on our […]

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January 30, 2017
A New Era Begins -- 2017 Investment Thoughts

We usually write our annual investment preview right after New Year's Day, sometimes sneaking in a few extra days to try to gain some additional clarity on the year to come.  This year, however, we waited until a new political era dawned, for good or ill, with the inauguration of President Trump ten days ago.  Readers […]

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September 23, 2016
Arrival Capital's Fall 2016 Preview

Well, with summer officially over, attention now turns to autumn, traditionally a time that sizzles with vigor and opportunity along with uncertainty and the sense of another year heading into the history books.  Before looking ahead, however, one more look back at summer is warranted. For Arrival Capital Management LLC, the summer of 2016 was […]

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March 31, 2016
2016 Q1 Review -- A Tale of Two Directions

On the afternoon of February 11th, less than two months ago, major stock market averages were down more than 10% to start off the year, one of the worst performances to begin a year in decades.  This awful start followed a negative year for most stock markets in 2015.  What was driving the negative performance […]

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November 20, 2015
A Tricky Year Draws to a Close -- Q4 2015 Investment Update

Nearly eleven months into 2015 the Dow Jones Industrial Average is unchanged for the year and the S&P 500 index is barely positive.  Does that mean all the ups and downs, the emotional swings caused by August's abrupt market correction (a more than 10% decline) and autumn's swift recovery were all meaningless?  Not exactly.  The […]

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