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Archives for February, 2015

  1. February 23, 2015

      Now that we have mostly concluded earnings season (over 85% of S&P 500 companies have reported earnings), we enter a quiet period of data and investors shift their focus back to macro events.[i] Before I address the "quiet period", let's quickly review a summary of Q4… More >>

  2. February 17, 2015

      On the face of it, most investors don't really care about what happens to Greece. Foreign conflicts and domestic issues were the top concerns in a recent survey of what concerns US high net worth investors.[i] However, most of our allocated portfolios contain some form… More >>

  3. February 9, 2015

      Aside from your health, it's hard to imagine any endeavor other than investing where the outcomes can change so rapidly and matter so much. If you examined equity performance before last week, you might have felt like you were exploring the depths of another major pull… More >>

  4. February 2, 2015

      With a large sigh of relief, we watched January fade to black. The US equity markets were down over 3% in the month.[i] Underlying their decline is some telling data that should come as no surprise to investors. First, S&P 500 corporate earnings growth… More >>