Thompson Davis & Co., Inc., is an independent, 100% employee-owned firm focused on providing clients with investment strategies using our proprietary and comprehensive in-house research. Our mission is to offer our clients quality service and solutions best suited to their individual needs. With an uncompromising commitment to integrity and a strict adherence to ethical and professional standards, we employ our knowledge and experience to help clients preserve and grow wealth, ultimately achieving their goals. At Thompson Davis & Co., we trust our disciplined and focused investing process enough to follow it. By aligning our interests with our clients, we are all stakeholders in the pursuit of better returns through intelligent investing.
Investing our clients’ capital using strategies primarily based on our proprietary and comprehensive in-house research.
Providing in-depth sector and company-specific research
for money managers and institutional investors.
The Investor Insight | April 2019
THE MARKETS MADE a nice recovery of much (but not all) of the losses from a horrific Q4’18, a period where the stock market saw its worst quarter since the Great Depression. The narrow breadth seen in the markets for nearly the past two years—where indexes were dominated by a handful of stocks—gave way to a cascade of selling in Q4. As we entered Q1’19, with economic indicators weakening and the inversion of the yield curve, the Federal Reserve pivoted to a neutral stance on rates, indicating no more hikes in 2019. This is likely due to significant weakness in the housing and auto sectors—both of which are very rate sensitive and have been struggling over the past year. Read More