Economic Cycle Research Institute | ECRI Mobile

Economic Cycle Research Institute | ECRI Mobile

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Len Martinez PhD CPA - President and Senior Portfolio Manager of Bull Valley Advisors. BVA Value Momentum Portfolio Strategy.

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Len Martinez PhD CPA is President and Senior Portfolio Manager of Bull Valley Advisors. Prior to establishing Bull Valley Advisors in January 2017, Len worked at Morgan Stanley for over 20 years. While at Morgan Stanley, he served as Branch Manager of the Lake Forest and Crystal Lake Illinois offices, as well as Portfolio Manager in the Barrington Illinois office. Len is a Certified Public Accountant and a Certified Financial Planner (retired), with over 40 years experience in the Financial Field. He holds a PhD in Finance from Charter University, a master's degree in taxation from DePaul University and a bachelor's degree in accounting from Northern Illinois University. Len is also a graduate of the Certified Financial Planner Program at The American College in Bryn Mawr PA. Len is prior Corporate Controller and Chief Accounting Officer at Safety-Kleen Corp (NYSE SK) in Elgin, Illinois; and past president of the Safety-Kleen Federal Credit Union. Len has in the past ...
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Market and Economic Commentary - Week Ending 02/07/2020

Market and Economic Commentary - Week Ending 02/07/2020 Global stock markets rebounded last week after posting declines for the prior two weeks. Returns in the Markets for the week ending 02/07/2020 were as follows: US Major Market Indexes (The first number is each category in the 1-week performance. The second number is the year-to-date performance) Dow Jones 30 Industrial Average (+3.00%, +1.98%). S&P 500 (+3.17%, +3.00%). NASDAQ Index (+4.04%, +6.11%). US Small-Cap Index (+2.73%, -0.62%). CBOE Volatility Index (VIX), or Fear Gage, (-17.89%, +12.26). US Sector ETFs (The first number is each category in the 1-week performance. The second number is the year-to-date performance) Communication Services (+3.62%, +4.16%). Consumer Discretionary (+2.39%, +2.30%). Consumer Staples (+1.714%, +2.03%%). Energy (+1.01%, -10.09%). Financial (+3.20%, +0.45%%). Health Care (+3.93%, +1.16%%). Industrials (+3.93%, +2.68%). Materials (+4.27%, -2.17%). Real Estate (+1.61%, +3.28%). Tec...
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March 26 2021 Market Commentary

  Len Martinez PhD CPA -  President Bull Valley Advisors "INVESTING IN VALUE STOCKS WITH POSITIVE PRICE MOMENTUM" Wall Street closed in the green on Friday as stocks related to an economic reopening performed better again. Also, bank shares rose after the Federal Reserve announced that restrictions on bank holding company dividends and share repurchases currently in place will end for most firms after 30 June 2021. On the macro front, PCE figures showed that personal income fell less than expected, whereas spending declined at a faster pace and prices point to tame inflation. Meanwhile, the 10-year Treasury yield rose to 1.665%. The Dow Jones gained 453 points or 1.4% to 33,072. The S&P 500 increased 65 points or 1.7% to 3975, another record close. The Nasdaq added 161 points or 1.2% to 13,139. During the week, the Dow Jones climbed 1.4% and the S&P 1.6%, whereas the Nasdaq dropped 0.6%. All eyes turn to the US employment report next week, which will pro...
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