As many of our regular readers and clients know, Phillips and Company publishes a Quarterly Look Ahead. Here is a link to the 2014 Q3 presentation with an audio narrative. We attempt to give a look at the most pressing issues that will impact portfolio values in the… More >>
This week I had the pleasure of spending a few private and public moments with our former US Secretary of the Treasury, Hank Paulson. While any private comments will remain just that, some of his public comments were very appropriate for the times we are in. I thought I… More >>
Coming off of a spectacular jobs report in the previous week, we should be seeing some pretty strong numbers from the US retail sector. It's pretty easy to argue more people working would support more people spending. After all, 70% of the economy is driven by… More >>
Entering the Independence Day holiday, we had some pretty good economic news to celebrate.
The jobs report from the Department of Labor came out on Thursday and crushed economists’ expectations. The report said the US economy added 288,000 jobs in the month of June and… More >>