Archives for August, 2015

  1. August 31, 2015

      A plethora of economic data was released last week that helped to provide a recovery rally in U.S. equity markets. First, U.S. GDP for Q2 was revised much higher than estimated on the first report. U.S. GDP grew by 3.7% up from Q1 growth of .6% and Q2 first estimate of… More >>

  2. August 24, 2015

      It should come as little surprise to those that read our posts that we have had a full correction in U.S. Equities (defined as a 10% drop). After all, it's been over 1,420 days since we have had a correction of this magnitude. In fact, when you look at the frequency of… More >>

  3. August 18, 2015

      The US economy is strengthening by most economic accounts (see our post from last week). It's no wonder we hear lots of news about the Fed raising rates in September with almost certainty of seeing at least a rate increase in 2015. The probability of a rate increase by… More >>

  4. August 10, 2015

      Is the US Economy about to launch into a phase of consumption driven by confidence, wages, and income? Let's take a very quick look and contemplate how likely we are to achieve lift off. The US Economy added 215,000 more jobs in June, according the latest report from the… More >>

  5. August 3, 2015

      After spending 30 years as a professional investor on behalf of others, I've grown accustomed to the rhythms of the market. More important, I've grown more attuned to the rhythms of our clients and investors. Right around this time of a long run bull market when earnings… More >>