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…
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…
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…
Market Perspective for 4/14/11
A few thoughts: 1. Forecasting the markets near term path is difficult under any circumstances. That said, when the Federal Reserve maintains an easy monetary policy and the economy is…
Quarterly Perspective for 1Q11
Summary Stocks posted another gain during a very volatile first quarter of 2011. The U.S. stock market surged to a gain of more than seven percent through February 18th, before…