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Clear Rock Market ChartBook

A
Aaron Lang

Week of March 29, 2021

1 of 13
MARKET CHARTBOOK
April 6, 2021
2
©2021 CLEAR ROCK ADVISORS, LLC. ALL RIGHTS RESERVED.
The Good News.. Service Providers
Source: Joe Weisenthal (Bloomberg)
3
©2021 CLEAR ROCK ADVISORS, LLC. ALL RIGHTS RESERVED.
The Good News.. Jobs
Headline..
“BOOOOOOOOO
OOOM. 916K jobs
created.
CRUSHING
expectations of
660K. Last month
revised higher.
Unemployment
rate falls to 6.0%.”
-Joe Weisenthal (Bloomberg)
But..
“So far this is the big takeaway: the huge jobs gains come on the heels of furloughed/temporarily out-of-work individuals
getting re-employed. It is not a sign of a hot labor market - yet - pulling in those more permanently unemployed.” – Lisa
Abramowicz (Bloomberg)
Source: Lisa Abramowicz (Bloomberg)
4
©2021 CLEAR ROCK ADVISORS, LLC. ALL RIGHTS RESERVED.
The Good News.. COVID
Source: Bruce Mehlman
5
©2021 CLEAR ROCK ADVISORS, LLC. ALL RIGHTS RESERVED.
The Bad News.. Pervasive Supply Disruption?
Source: Jeroen Blokland (Robeco)
6
©2021 CLEAR ROCK ADVISORS, LLC. ALL RIGHTS RESERVED.
The State Of The Market.. Junk Yields
“Spreads on U.S. junk
bonds have fallen to the
lowest since 2007.”
- Lisa Abramowicz (Bloomberg)
Source: Lisa Abramowicz (Bloomberg)
Ad

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Clear Rock Market ChartBook

  • 2. 2 ©2021 CLEAR ROCK ADVISORS, LLC. ALL RIGHTS RESERVED. The Good News.. Service Providers Source: Joe Weisenthal (Bloomberg)
  • 3. 3 ©2021 CLEAR ROCK ADVISORS, LLC. ALL RIGHTS RESERVED. The Good News.. Jobs Headline.. “BOOOOOOOOO OOOM. 916K jobs created. CRUSHING expectations of 660K. Last month revised higher. Unemployment rate falls to 6.0%.” -Joe Weisenthal (Bloomberg) But.. “So far this is the big takeaway: the huge jobs gains come on the heels of furloughed/temporarily out-of-work individuals getting re-employed. It is not a sign of a hot labor market - yet - pulling in those more permanently unemployed.” – Lisa Abramowicz (Bloomberg) Source: Lisa Abramowicz (Bloomberg)
  • 4. 4 ©2021 CLEAR ROCK ADVISORS, LLC. ALL RIGHTS RESERVED. The Good News.. COVID Source: Bruce Mehlman
  • 5. 5 ©2021 CLEAR ROCK ADVISORS, LLC. ALL RIGHTS RESERVED. The Bad News.. Pervasive Supply Disruption? Source: Jeroen Blokland (Robeco)
  • 6. 6 ©2021 CLEAR ROCK ADVISORS, LLC. ALL RIGHTS RESERVED. The State Of The Market.. Junk Yields “Spreads on U.S. junk bonds have fallen to the lowest since 2007.” - Lisa Abramowicz (Bloomberg) Source: Lisa Abramowicz (Bloomberg)
  • 7. 7 ©2021 CLEAR ROCK ADVISORS, LLC. ALL RIGHTS RESERVED. The State Of The Market.. International Equity
  • 8. 8 ©2021 CLEAR ROCK ADVISORS, LLC. ALL RIGHTS RESERVED. The State Of The Market.. International Equity
  • 9. 9 ©2021 CLEAR ROCK ADVISORS, LLC. ALL RIGHTS RESERVED. The State Of The Market.. International Equity
  • 10. 10 ©2021 CLEAR ROCK ADVISORS, LLC. ALL RIGHTS RESERVED. The State Of The Market.. International Equity
  • 11. 11 ©2021 CLEAR ROCK ADVISORS, LLC. ALL RIGHTS RESERVED. Chart Of The Day.. The Case For Alternatives
  • 12. CONTACT US 12 Our Locations: Austin Office 9020 N. Capital of Texas Hwy Building I, Suite 345 Austin, TX 78759 Phone: 512-735-0222 Dallas Office 4809 Cole Avenue, Suite 345 Dallas, Texas 75205 Phone: 214-923-5756 Kerrville Office 707 Hill Country Dr # 114 Kerrville, Texas 78028 Phone: 830-315-2555 Charles F. Hall, Jr. Chairman Phone: 210-464-1030 Email: chuck@clearrockadvisors.com Ty Sanders Chief Executive Officer Phone: 512-576-1589 Email: ty@clearrockadvisors.com Royce W. Medlin, CFA, CAIA Chief Investment Officer Phone: 214-923-5756 Email: royce@clearrockadvisors.com Royce G. Itschner, CPA, CFP® Managing Director Phone: 830-315-2555 Email: rgi@clearrockadvisors.com Aaron Lang Portfolio Analyst Phone: 469-623-1220 Email: aaron@clearrockadvisors.com Tamra Nix Operations Manager Phone: 830-315-2555 Email: tamra@clearrockadvisors.com ©2021 CLEAR ROCK ADVISORS, LLC. ALL RIGHTS RESERVED.
  • 13. DISCLOSURE Clear Rock Advisors, LLC is registered with the SEC as a registered investment advisor with offices in Texas. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Clear Rock Advisors, LLC) or any investment-related or financial planning consulting services will be profitable, equal any corresponding indicated historical performance level(s), or prove successful. It remains the client’s responsibility to advise Clear Rock Advisors, LLC, in writing, if there are any changes in the client’s personal/financial situation or investment objectives for the purpose of reviewing, evaluating or revising Clear Rock Advisors, LLC’s previous recommendations and/or services, or if the client would like to impose, add to, or modify any reasonable restrictions to Clear Rock Advisors, LLC’s services. A copy of Clear Rock Advisors, LLC’s current written disclosure statement discussing its advisory services and fees are available upon request. 13 ©2020 CLEAR ROCK ADVISORS, LLC. ALL RIGHTS RESERVED.

Editor's Notes

  1. These charts are form YCharts.
  2. These charts are form YCharts.
  3. These charts are form YCharts.
  4. These charts are form YCharts.
  5. These charts are form YCharts.
  6. These charts are form YCharts.
  7. These charts are form YCharts.