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 >>
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 >>
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 >>
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 >>
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 >>