Archives for November, 2010

  1. November 29, 2010

    Weekly Market Commentary 11-29-10 With official earnings season concluded, market participants are clearly re-focusing their attention back on to macro economic… More >>

  2. November 22, 2010

    Weekly Market Commentary 11-22-10 I rarely write about local issues here in Oregon as this blog is received by thousands of people throughout the United States. Generally, Oregon issues aren't that relevant to the macro picture in the economy. However, something very… More >>

  3. November 15, 2010

    I gave a brief explanation last week to a group of employees here at Phillips and Company on why the recently announced Quantitative Easing policy by the Fed is not inflationary in its primary essence. I think it's worth discussing here, as I believe alignment around outlook… More >>

  4. November 8, 2010

    Sleep Well Money Money that helps me to sleep well tonight is probably not going to help me live well tomorrow. The 5% return many have received in the last ten years of investing is not going to be enough for the next twenty years (Trailing Returns, as of 3Q 2010, for an… More >>

  5. November 1, 2010

    November 1st 2010 The GDP numbers that were reported this week were not as bad as most think. Sure, at 2% GDP growth for Q3 (initial) we are not going to quickly put more people back to work. However, on a rolling 12 month basis the 2% added to the prior 3 quarters puts… More >>