Recent Posts

  1. November 28, 2016

    Now that the Presidential election has come to a close, we’ve experienced nothing short of an unforeseen rally in the equity markets. The recently dubbed “Trump Equity Rally” has ended its third week with another string of strong performances across several key sectors… More >>

  2. November 21, 2016

    Since Donald Trump won the U.S. Presidential Election, there has been a lot of social anxiety, name calling, and fear baiting type ‘tantrums.’ However, these outbursts are not the only tantrums to which I’m referring when considering the situation surrounding… More >>

  3. November 14, 2016

    Last week was certainly a surprising and eventful week that few predicted. The election of Donald Trump as our 45th President caught most Americans by surprise, as the odds were resoundingly against a Trump Presidency. [i] The only data point that had a high probability… More >>

  4. November 7, 2016

    "It only takes one clown to make a circus." These were words professed by former SEC Chairman Arthur Levitt during a conference I attended about 20 years ago. Those words prove prophetic today as we conclude the political silly season we have been locked into for the last… More >>

  5. October 31, 2016

    Finally, we had some decent U.S. macroeconomic developments. As reported on Friday, with U.S. GDP growing at 2.9%, this is the best quarter over quarter growth since mid-2014. [i] Behind the headline numbers lay some interesting details. First, the U.S. Consumer (as we… More >>

  6. October 24, 2016

    As we approach the end of this political silly season, it's not surprising to see the range of concerns shared by investors and advisors alike. Taken from the Eaton Vance Top-of-Mind Index survey: [i] The Fed’s impending rate rise is the top concern Following in second… More >>

  7. October 17, 2016

    As we start the 2016 Q3 earnings report season, it's prudent to take a look at how this third quarter might turn out. Now that the election outcome is looking a little more certain and "status quo" oriented, market participants might take this time to start turning their… More >>

  8. October 10, 2016

    Relative to the last few decades of cooperation, it’s becoming increasingly clear that the entire world is adopting a competitive footing. This is a timely matter seeing as we are in the middle of a national election that will select the person that will lead the world to… More >>

  9. October 3, 2016

    With the start of the Fourth Quarter, we are pleased to present you our Q4 Look Ahead. For a PDF copy, click here. For our audio and video presentation, click here. Below we've highlighted a number of key themes from our Q4 Look Ahead. 1. Are the negative interest rate… More >>

  10. September 26, 2016

    Continuing with our “Policy Driven World” narrative, this past week we saw the Fed once again pass on an interest rate increase. Let’s take a look at why. It's clear by almost any measurement that the U.S. economy is growing more dependent on the U.S. consumer. In fact,… More >>

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