Recent Posts

  1. February 19, 2019

      In last week’s market commentary, “Retail Therapy,” I wrote about the advanced look at retail sales numbers for December 2018.  The underlying takeaway from this post was that the advanced look could provide investors insight into whether good or bad times lie ahead.… More >>

  2. February 11, 2019

      On Thursday, February 14, 2019, investors will get an advanced look at retail sales numbers from the December 2018 holiday shopping season.  Retail sales numbers are one of many economic indicators to which investors should pay attention.  Retail sales provide a unique… More >>

  3. February 4, 2019

      When I wrote the “Here’s What I Know” blog, I was trying to prepare investors for some of the realities associated with taking equity risks.  Little did I know that just a few weeks later, investors would experience one of those core tenants of equity risks.  That… More >>

  4. January 28, 2019

      With a temporary reprieve from the longest shutdown in our government’s history, from an investor’s perspective, it makes sense to examine the costs of the shutdown and what those costs mean for investors going forward. [ix]     According to Thomson Reuters, the… More >>

  5. January 22, 2019

        In today’s investment landscape, the specific focus on China has leapt to the top of the list.  The nonstop trade-war rhetoric between the United States and China is driving this focus. Those talks are ongoing but are expected to conclude before the end of March.… More >>

  6. January 14, 2019

      Two weeks ago, equity markets were in free fall, with the S&P 500 index posting its worst December since the Great Depression in 1931.  [i]     Today, just two weeks into the new year, equity markets are on the rebound.  The S&P 500 has rallied 10.43… More >>

  7. January 7, 2019

      It’s time for the annual tradition by Wall Street firms to make their incredibly inaccurate forecasts for 2019.  Astonishingly, the average expected return for 2019 is over 20 percent. [i]     I’m not sure how they do this, or why they get away with such amazing… More >>

  8. December 31, 2018

      After another wild week on Wall Street, you might expect consumers’ nerves to be frayed.  [i]     On the contrary, consumers did nothing but shop.  According to Mastercard, this holiday season represented the strongest growth in consumer spending in the last six… More >>

  9. December 21, 2018

    Last week’s interest rate announcement should have been a clear and decisive save by the Fed.  As expected, the Federal Open Market Committee (FOMC) raised their benchmark interest rate ¼ point to 2.5 percent, but of more significance, they signaled a much more dovish… More >>

  10. December 17, 2018

      At the recent 2018 G20 Buenos Aires summit, where the leaders of the largest economies in the world gathered at the beginning of the month, there was a moment that was misunderstood. The “high five” between Crown Prince Mohammed Bin Salman of Saudi Arabia and Vladimir… More >>

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