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Harlan Cadinha discusses the drivers behind the recent market upswing and what we are looking out for in the near term.
Harlan Cadinha discusses the drivers of the Dow's over 720 point drop and what Cadinha is looking for in the near term.
Harlan Cadinha discusses Trump's threat of tariffs on steel and aluminum and why he does not believe it is a positive for the stock market.
Harlan J. Cadinha discusses the causes for today's 600+ point drop in the Dow and the firm's view of the markets going forward.
Harlan J. Cadinha discusses the causes for this roaring upmarket and where it could end up.
Harlan Cadinha explains why he is still bullish on the stock market and how the proposed tax bill will propel the economy and in turn the markets.
After entering 2018 with a heavy dose of equities, we spent most of the quarter reducing exposure. Donald Trump followed up his tax and de-regulation “wins” (which the markets had rewarded) with a focus on trade and new tariffs (which so far the markets have punished).
We have a number of concerns regarding Trump, a big one being his approach to trade. To be fair, there is little debate regarding China’s trade and intellectual property offenses (and those of similar offenders), which have arguably worsened over the years. Formal actions had been taken against China in each administration since George H.W. Bush. All had ended with the U.S. giving up in one way or another and coddling an increasingly pernicious trade partner.
Harlan Cadinha is bullish on U.S. equities. The chairman of Honolulu-based wealth manager Cadinha dwells on a phenomenon you wouldn't think of as upbeat: the shrinking number of public listings of U.S. companies. The World Federation of Exchanges reports that the combined number of companies listed on the New York, American, and Nasdaq exchanges swooned to 5,008 last year from a 1997 peak of 8,823 - a 43% decline, or a loss of 238 companies on average each year. "Fewer stocks mean higher prices," he says.READ MORE