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BALDWIN MANAGEMENT, LLC

A Firm Created to Serve Families, Foundations, and Non-Profit Institutions

Category: Investment Management

Investment Management

Whirlpool Announces…

By admin | April 25, 2019April 25, 2019 by admin
This commentary is not about Whirlpool, despite the title – but about tariffs. It is about how Whirlpool’s shareholders benefited from increased earnings because of tariffs and how American consumers paid higher prices for both…
Investment Management

Barn Burner…

By admin | March 29, 2019March 29, 2019 by admin
Investor spirits might have been low at year end 2018 – but certainly that desultory sentiment has dissipated over the first three months of the new year, as markets around the world have climbed almost…
Investment Management

A Rethink and Perhaps a Redo…

By admin | March 1, 2019March 1, 2019 by admin
A couple of years ago, our British cousins took on a populist vote and elected to remove Great Britain from the great “European Experiment”, the European Union. The English voter declared they were tired of…
Investment Management

Quite A Rally…

By admin | February 1, 2019 by admin
Off the bottom have come market prices with a January run for the record books. Why has there been the relief? Predominantly, we think that the news has changed. It has recently become a bit…
Investment Management

EARNINGS BULL MARKET … P/E/ RATIO BEAR MARKET

By admin | January 3, 2019January 3, 2019 by admin
The first part of the above title has to do with fundamentals. The second part to a large extent has to do with emotions. Corporations around the world, and especially in America, have been doing…
Investment Management

A Rarity and Confounding …

By admin | November 29, 2018 by admin
Deutsche Bank has done a study of asset class performance during a year dating back to 1901. Stocks, bonds, copper, burlap, crude oil, iron ore as well as many other assets are part of the…
Investment Management

Rude Health …

By admin | October 1, 2018October 23, 2018 by admin
Economically, the US is in rude health. Manufacturers are very busy as seen in Chart 1. The Eurozone is also “chuggin’ along” – just not at as rapid a pace. The service economies in America…
Investment Management

PROFITS, PROFITS AND MORE PROFITS….

By admin | September 1, 2018October 23, 2018 by admin
In the second quarter corporate pre-tax income grew 7.7% year over year, the most since 2014 and the seventh consecutive gain according to information released from the Commerce Department. Company spending on equipment, structures and…
Investment Management

A Lot Of Balls In The Air…

By admin | July 2, 2018October 23, 2018 by admin
Let’s start with some observations to “set the table.” Let’s first focus on facts and then we’ll get to opinion: 1) Q1 earnings for S&P 500 companies rose 24.4% year over year (YOY), 8% ahead…
Investment Management

A GHOST FROM THE PAST …

By admin | May 31, 2018October 23, 2018 by admin
It was several years ago that investors worried aloud about a “meltdown” of the Eurozone. Greece was the “whipping boy” of Europe with Portugal, Spain and Italy as clubmates. The strong from northern Europe (think…

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