Archives for December, 2014

  1. December 29, 2014

      After declining during the first half of December, the Dow Jones and S&P 500 indices rebounded to close at new highs on December 26th, providing a nice holiday gift to investors. Historically, the month of December has performed very well with the S&P 500… More >>

  2. December 22, 2014

      I know we have opined on the price of oil for the last couple of weeks and perhaps the topic is getting a bit tired. However, when the price of any asset class drops as precipitously as oil has, the topic merits continued examination. Those joyfully absorbed in the… More >>

  3. December 15, 2014

      It appears market participants are growing more concerned about global deflation rather than focusing on the benefits of cheaper energy prices. Across the spectrum of commodities you can see noticeable drops in prices.[i] As most of these are industrial commodities,… More >>

  4. December 8, 2014

      The recent employment report released on Friday gave us the strongest sign of the year that the US macro-economic picture is looking very strong. The US economy added 321,000 jobs in November of which 314,000 were in the private sector.[i] This is the best year for… More >>

  5. December 1, 2014

      It's been well over 4 years since we wrote about the need for the return of the self-fulfilling economic cycle, one where the consumer earns and spends. In turn, US companies earn, hire, and produce, which drives more income earners to spend. It’s a "virtuous cycle" or a… More >>