Recent Posts

  1. October 1, 2018

    The record bull market is still handily underway and continues to be driven by strong earnings and revenue growth; which in a large part, has been driven by the much-publicized Tax Cuts and Jobs Act coming out of the Trump administration.  But after 3,493 days without a 20… More >>

  2. September 24, 2018

    As I write this post, I’m currently on a visit to one of the smallest economic engines in the European Union: Portugal.  In my opinion, speaking Portuguese is exponentially harder than speaking Spanish and that has caused me to rely on some new technology.  There is a… More >>

  3. September 17, 2018

      Considering all the chaos throughout Emerging Markets, the U.S. equity markets have been remarkably calm over the past few weeks. The indication for this calm is the low and declining levels of volatility in the U.S. equity markets, as reflected by the VIX Index… More >>

  4. September 10, 2018

    Ten years ago, on September 15, 2008, Lehman Brothers filed for bankruptcy.  That event symbolized the ultimate consequence of excessive lending by banks. [i] Over the period to follow, known as the “Great Financial Crisis,” the three major U.S. stock market indices—the… More >>

  5. September 4, 2018

    If you’ve caught any of the recent news headlines, you would know Emerging Markets have been hit hard in 2018.  If you haven’t, a Google search will probably yield something like the following: [i] Year-to-date, the Emerging Markets Index has fallen 7.78 percent;… More >>

  6. August 27, 2018

    Despite all of the political news saturating the media day in and day out, discussion of the housing market has certainly found its voice.  If you follow the news, headlines suggest housing is on a slowing trend. “Housing market is showing signs of cracking:… More >>

  7. August 20, 2018

      Fear sells!  There is no question about it, especially when it comes to the uncertainties associated with investment performance.  To the untrained eye, or simply to regular investors managing their own portfolios, it’s extremely difficult to differentiate between… More >>

  8. August 13, 2018

    Second quarter earnings reports are approximately 91 percent complete; needless to say, it’s hard to be disappointed.  So far, according to FactSet, S&P 500 companies have reported earnings-per-share growth of 24.6 percent, exceeding the expectations of 20 percent… More >>

  9. August 6, 2018

    Trade war rhetoric continues to dominate the headlines, and in some respects has put a damper on capital flowing into U.S. equities; perhaps this is overshadowing the fact that we continue to see strong U.S. corporate earnings growth. [i] [ii] On a positive note,… More >>

  10. July 30, 2018

    This past week was filled with market-moving surprises. First, Facebook announced slower growth ahead and lower margins due to increased spending on security and data integrity.  Following this announcement, the company lost approximately $120 billion of their market… More >>

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