Recent Posts

  1. June 18, 2018

    U.S. equity markets have remained relatively flat year-to-date, despite the phenomenal corporate earnings we’ve seen this year.  Just consider this: The S&P 500 index is up 3.33 percent.  [i] All the while, earnings per share growth in Q1 came in at more than 20… More >>

  2. June 11, 2018

    Last week the Federal Reserve reported U.S. household net worth had crossed over the $100 trillion level for the first time. [i] [ii] That is astonishing, particularly when you consider that U.S. household net worth was under $100 trillion as recently as Q4 2017, and… More >>

  3. June 4, 2018

      Donald Trump’s economic agenda looks to be gaining significant traction.  While U.S. GDP growth came in at 2.2 percent for Q1 2018, the underlying metrics look strong, especially consumption and fixed investments. [i] For Q1, consumption added 0.71 percent to the… More >>

  4. May 29, 2018

    We are fast approaching the longest economic expansion in recorded U.S. history. [i] The visceral reaction would be to think that this amazing economic run must be coming to an end soon.  That very well may be the case.  However, before making that determination, we… More >>

  5. May 21, 2018

    It’s no secret that interest rates have been on the rise, but it appears they are rising at a faster pace as of late.   Specifically, home mortgage rates, which impact so many Americans, are at levels they haven’t been in some time.   In fact, 63 percent of Americans own… More >>

  6. May 14, 2018

    The earnings growth for Q1 2018 was nothing short of spectacular.  Approximately 91 percent of companies in the S&P 500 reported results for the first quarter, and EPS is likely to land in the 25 percent growth range. [i] In fact, we have not seen EPS growth of this… More >>

  7. May 7, 2018

    Almost always, advisors and investment managers focus on generating returns for their clients.  That’s the general emphasis when you hire someone to help you.  To that end, one generally expects over long periods of time to have a pie chart with a various mix of stocks… More >>

  8. April 30, 2018

    The U.S. economy remains at full throttle and firing on all cylinders.  This past Friday, April 27, the Bureau of Economic Analysis, a division of the U.S. Department of Commerce, released the U.S. GDP numbers for Q1 2018.  [i] The U.S. GDP increased by an annual rate… More >>

  9. April 23, 2018

    “A correction is a reverse movement, usually negative, of at least 10 percent in a stock, bond, commodity or index to adjust for an overvaluation. The latest stock market correction occurred on February 8, 2018 as the DJIA and the S&P 500 fell more than 10 percent… More >>

  10. April 16, 2018

    “Nothing Succeeds Like the Appearance of Success” – Christopher Lasch [xii] We are getting our first look at Q1 2018 earnings and they are extraordinary.  Although only a small percentage of S&P 500 companies have reported, those that have reported have beat, or… More >>

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