Insights

Market Activity We got off to a bit of a bumpy start in 2014, but we seemed to have stabilized in the last week.  Emerging markets have...

Summary Investors continued to push stocks higher in the fourth quarter.  Many of the concerns they had going into the year – the...

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...

Summary Stocks continued their rally in the third quarter.  The adage, “Sell in May and Go Away” has gained favor in recent years, in...

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....

Summary The positive performance of the financial markets continued from the first quarter until the fourth week of May, when things...

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

Summary Stock prices surged in the first quarter of 2013, much as they did in the first quarter of 2012.  The similarities end there,...

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

Yesterday, April 2nd, was a bad day from a bull’s perspective.  Despite an 89 point gain on the Dow Jones Industrial Average and an 8...

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...

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...

The fiscal cliff deal reached on New Years’ Eve helped stocks extend the rally that began on November 16th.   U.S. stocks have regained...

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

Summary Markets were surprisingly strong last quarter as fairly lackluster economic numbers brought about global central bank...

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...