Recent Posts

  1. November 20, 2017

    I just concluded a round of quarterly client meetings where I presented our Q4 2017 Look Ahead.  You should have received this during the first week of October.  However, if you didn’t, I encourage you to review it by clicking the link above.  During the course of my… More >>

  2. November 13, 2017

    As we wrap up the Q3 2017 earnings season, I would characterize the market’s response as nothing short of “dodging a bullet.” With 91 percent of the S&P 500 companies already having reported their Q3 earnings data, the cumulative growth rate across the index has… More >>

  3. November 6, 2017

    Last Thursday the Republican Party unveiled their latest tax plan.  I would say it’s hardly worth spending any considerable amount of time discussing in detail, as it’s not clear what’s going to withstand the onslaught of lobbyists and special interest groups jockeying… More >>

  4. October 30, 2017

    It’s hard to imagine the current positive energy surrounding the U.S. equity markets.  Over the last fifty-two weeks, the S&P 500 has increased by 19.24 percent [i]. Last year we were convinced that the markets were poised to rally--not because of Trump but because… More >>

  5. October 23, 2017

    On a global macroeconomic level, two things are occurring simultaneously at opposite ends of the world: President Trump is in the process of selecting someone to chair the Federal Reserve, whereas, in China, the Communist Party is selecting a chair to lead China forward.… More >>

  6. October 16, 2017

    Let’s start this week’s post with a quote from the University of Michigan Consumer Surveys’ chief economist, Richard Curtin: “Consumer sentiment surged in early October, reaching its highest level since the start of 2004. The October gain was broadly shared, occurring… More >>

  7. October 9, 2017

    As we wrap up a stellar third-quarter investment period, it’s time for our look ahead into Q4. For an audio narration of our Q4 2017 Look Ahead, click here. For a PDF of our Q4 2017 Look Ahead, click here. Q2 earnings, which were reported from mid-July through… More >>

  8. October 2, 2017

    Welcome to the first trading day of the fourth quarter, which means the race for third-quarter earnings has concluded. The third quarter marked another quarter of strong returns in the equity markets.  The Dow Jones Index led all major indices during the quarter with a… More >>

  9. September 25, 2017

    Despite my deep appreciation for the convenience of online shopping, I happened to find myself at two malls this past weekend.  This weekend also happened to be the launch of the new Apple iPhone 8 and the Watch Series 3, so my timing, choosing this weekend of all… More >>

  10. September 18, 2017

    I’m hard-pressed to find anyone who is not aware of the latest data breach of one of the three major three credit reporting agencies, Equifax.  As you know, on Thursday, September 7, Equifax announced that hackers had gained access to company data, potentially… More >>

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