Archives for January, 2012

  1. January 30, 2012

    Weekly Market Commentary 1-30-12 Tim Phillips, CEO – Phillips and Company A few things happened this week that give significant clarity around the winners and losers in our economy this coming year. Event 1: As expected, the Federal Reserve announced no change in… More >>

  2. January 23, 2012

    Weekly Market Commentary 1-23-12 Tim Phillips, CEO – Phillips and Company There appears to be no shortage of earnings pessimism this quarter. According to the Wall Street Journal, analysts now expect earnings to grow 7.8% year-on-year, down from their expectations… More >>

  3. January 17, 2012

    Weekly Market Commentary 1-17-12 Tim Phillips, CEO – Phillips and Company For the first time since WWII, the US Debt has increased above 100% of GDP. While this is a troubling number, it's not as relevant in the short run as another number, 71.06%, the percentage of… More >>

  4. January 10, 2012

    Weekly Market Commentary 1-10-12 Tim Phillips, CEO – Phillips and Company For just once I would like a piece of economic data without strings attached. I long for the olden days of the 1990's when everything just pointed up and you hardly had to think as an investor.… More >>

  5. January 3, 2012

    Weekly Market Commentary 1-3-12 Tim Phillips, CEO – Phillips and Company The start of the year has me preparing for meetings with endowment and foundation committees as well as strategic planning meetings for our firm. In general, I take a macro view on key themes that… More >>