Eric Clark, Portfolio Manager

Eric serves as a Portfolio Manager and a member of the Investment Committee at Accuvest Global Advisors, sub-advisor to a consumer-oriented strategy at Rational Funds. As a member of the Investment Committee, his responsibilities include research, investment analysis, technical analysis, macroeconomic commentary, and portfolio strategy & implementation. Eric is a frequent writer about the power of the consumer spending theme and global consumption trends. He is a brand consultant and leads the Alpha Brands Consumer Spending Index committee. He holds the Series 7 and 66 licenses.

Brands Expert Discusses Sentiment Extremes and Stages of Bear Markets

It’s really bad out there in small business land as witnessed by the above chart. Unemployment has gone parabolic and there’s likely a bit more to go to potentially have 10%+ unemployment in the U.S. The rapid move from <3.5% unemployment to >10% unemployment will be the fastest in history.

Leading Brands Serving Vital Consumption Categories Offer Opportunity for Investors

On a very short-term basis, my panic metrics are as stretched as they ever get. At any given time, the market can rally like it has earlier this week (+8% for the S&P 500 as I type). The rubber band only stretches so far before it needs some relief.

With Spending in Our DNA Expect a Surge in Stock Prices and Revenues

There’s no precedent for what we are seeing today. When industries and small businesses are on lock-down and employees are without work and a paycheck, this is becoming real for individuals.

Despite the Coronavirus, Short-term Pain Will Result in Long-Term Gain for Investors!

The COVID-19 virus (Coronavirus) and the economic damage from it coupled with an already slowing global economy has now fully been expressed in the stock market, commodity prices, and interest rates.

Despite the Coronavirus, Short-term Pain Will Result in Long-Term Gain for Investors!

The COVID-19 virus (Coronavirus) and the economic damage from it coupled with an already slowing global economy has now fully been expressed in the stock market, commodity prices, and interest rates.

Connecting the Dots of Media Hype and Market Panic

Investors and algorithms can panic sell at any time and for any reason. We should expect volatility to stay high and short-term moves will...

Connecting the Dots of Media Hype and Market Panic

Investors and algorithms can panic sell at any time and for any reason. We should expect volatility to stay high and short-term moves will...

Despite the Headlines, Volatility Presents a Buying Opportunity for Long-Term Investors

What a wild week in equity markets it was. Markets took the escalator up over the last five months and took the elevator down...

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