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15Sep 11

Market Perspective for 9/15/11

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 is deteriorating.  It is more of…

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05Aug 11

Market Perspective for 8/5/11

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 seems dated.  Suffice it to…

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13Jul 11

Quarterly Perspective for 2Q11

Summary Stocks rallied sharply in the last week of the second quarter to finish relatively flat.  The quarter had started strong for stocks but gave way in May over deep…

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28Jun 11

Market Perspective For 6/28/11

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 all know this, and…

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09Jun 11

Market Perspective for 6/9/11

I wanted to do a quick update before I head to Chicago for the Morningstar Conference.  I will post a longer report with my thoughts on the conference next week…

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