Archives for February, 2019

  1. February 25, 2019

      Investors have been working new funds into both equities and fixed income.  Yet these two markets are forecasting widely different outcomes for the future of the U.S. economy.  Ultimately, like any clash of two titans, only one of them will win. [i]     As many… More >>

  2. 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 >>

  3. 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 >>

  4. 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 >>