Insights

First of all, from a trading perspective, nothing has changed.  We are still in a bull market, and as such the correct position is to be...

Current Conditions I suppose after the analogy I used in our Quarterly Perspective I should call this Lion Watch.   There are few issues...

We've been receiving a fair amount of inquiries about the government shutdown and what it means for financial markets.  It is our belief...

Market Bulletin on the Looming Shutdown Today, 9/30/13, the U.S. stock market is down but well off the lows set in the first half hour...

Proactive vs. Reactive As an investor, you can choose to be either proactive or reactive.  “Proactive” sounds so much better.  It...

Market Valuations The world no longer worries first and foremost about the products corporations make or the services they perform....

Friday’s jobs report was stronger than expected on balance.  It provided the opportunity, given the low volume holiday period, for...

On April 3rd I wrote a bulletin cautioning that the recent behavior of the stock market (new highs but with fewer stocks participating)...

A few thoughts about the various asset classes: Stocks Occasionally we hear the old saw, “It’s not a stock market, it’s a market of...

Stock Market Perspective Domestic Stock Market The proximate cause of the recent market declines seems to be the “fiscal cliff” or the...

Stocks have done fairly well in recent weeks.  I would like to be able to tell you with certainty why but I would only be guessing.  Here...

July Unemployment: Fourth consecutive disappointing report.  The trend is confirmed.  This is going to put pressure on the Federal...

Unemployment Friday’s report was disappointing.  A net gain of 120,000 jobs with no prior month upward revisions is bringing back the...

The Economy The economy continues to improve, if slowly.  243,000 new jobs were created last month, continuing the positive trend. ...

Last Friday’s unemployment report was stronger than expected.  200,000 new jobs were created last month, and the overall unemployment...

The Federal Reserve met Tuesday and decided not to do anything.  They were probably influenced by a slightly better employment report...

Economically, not all that much happened in October.  On September 30th the Economic Cycle Research Institute (ECRI) said that we were...

I've been trying to put my arms around the financial events of the past two weeks.  Clearly the employment picture in the United States...

The market has been fast all week, meaning that just as soon as you write finish writing something the market changes and what you wrote...

Here is a short comment on the markets, because what I really want to do is comment on funds: The global economy is slowing down.  We...