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23Jan 2013

Quarterly Perspective for 4Q12

Summary Asset prices improved in the 4th quarter for the most part, but the list of winners and losers changed quite a bit from earlier in the year.  As risk…

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16Jan 2013

Market Perspective for 1/16/12

The fiscal cliff deal reached on New Years’ Eve helped stocks extend the rally that began on November 16th.   U.S. stocks have regained all of the +7.5% they dropped after…

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26Nov 2012

Market Perspective for 11/26/12

Stock Market Perspective Domestic Stock Market The proximate cause of the recent market declines seems to be the “fiscal cliff” or the combination of tax increases and government spending cuts…

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18Oct 2012

Quarterly Perspective for 3Q12

Summary Markets were surprisingly strong last quarter as fairly lackluster economic numbers brought about global central bank intervention.  We have been in an unusual situation where “good is good” (meaning…

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