NEWBURY CAPITAL MANAGEMENT, LLC

Latest Outlook & Market Commentary   
April 2014

Follow us on

 


Who is Newbury?

Newbury Capital Management is a privately held investment advisory and wealth management firm created to service the needs of high net worth individuals/families and institutional investors.  Through an unwavering focus on risk management, unbiased portfolio construction, and intelligent planning, Newbury helps investors plot a roadmap to financial success – both today and for the future.
 

Our Commitment
At Newbury Capital Management, we treat our clients with courtesy and integrity. We provide honest financial advice backed by our years of experience and proven track record.  We strive to earn our clients' trust in every aspect of the advisory relationship. We use leading technologies to ensure instant access to the financial world.  Our commitment is to provide the highest level of satisfaction in your investment advisory and wealth management experience with our firm.

Notes from the Research Desk 
August 22, 2014

Central bankers meeting in Jackson Hole, WY this week. Lots of discussion about how to measure full employment in the US economy, but it seems like even the Fed hasn't been able to fully grasp the shft in workforce dynamics following the 2008 crisis.

The Fed commented that it will wait "considerable time" before raising rates, which ahs led to a consensus view that it won't be until mid-2015 before rates begin to climb.

Meanwhile, Russia is amassing a very large array of military vehicles and equipment near Ukraine. A convoy of 130 Russian trucks rolled into Ukraine,for humanitarian aid, according to Russia. Ukraine maintains it is an invasion. We'll see how this plays out.

Stocks have rebounded from the pull-back and are back into near record territory.
Clayton Kershaw improves to 15-3 on the year last night, and is staring at a third straight Cy Yound Award. Dodgers up by 3.5 over the Giants.