Archives for April, 2019

  1. April 22, 2019

        With just a few weeks’ worth of S&P 500 earnings reports released for Q1 2019, the earnings recession we have been talking about for many weeks is beginning to take shape. So far with 15 percent of companies reporting their Q1 2019 earnings, FactSet is… More >>

  2. April 15, 2019

      To celebrate Earth Day almost 40 years ago, Walt Kelly wrote, “We have met the enemy and he is us.”  The essence of his work was to remind Americans we were all responsible for hurting the environment. [i] Oddly enough, we had a similar reminder during last week’s… More >>

  3. April 8, 2019

      After completing the first full trading week of the second quarter, the market continues to rocket toward the all-time highs it reached last September.  With the market’s exuberance, we’d like to remind investors of the potential clouds headed our way, as we present… More >>

  4. April 1, 2019

        Talks of a recession seem to be on everyone’s mind following the decision by the Federal Reserve to put a hold on further interest rate hikes in 2019.  During last week’s blog post, “A Stair Case Maze of Confusion,” we discussed the inverted yield curve and its… More >>