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Archives for January, 2015

  1. January 26, 2015

    It's not often I "go political" in the weekly commentary and certainly this edition has the potential to be misconstrued as political. The President was at the top of the list for major events with The State of The Union speech this week. Skipping the political posturing,… More >>

  2. January 20, 2015

    The world seems a bit confusing to the average investor. Generally, if the US economy is expanding you would anticipate inflation, especially if you consider all the money sitting on the Federal Reserve's balance sheet. Inflation (dotted line) leads to higher interest… More >>

  3. January 12, 2015

    While scanning several economic indicators this week, one indicator had a small hiccup, which gave me a bit of indigestion. Auto loans appear to be increasing in delinquency. The data suggests we are seeing acceleration in delinquency rates not only from Q2 2014 to Q3 2014… More >>

  4. January 5, 2015

    One of the best returning asset classes this last year was the US Dollar.[i] It's no surprise with so many things looking so good for the US Economy: Interest rates and inflation remain low. Consumers have more money to spend thanks to savings from low oil prices. Consumer… More >>