Archives for October, 2015

  1. October 26, 2015

      While you were busy running your company, doing your job or perhaps enjoying some rest and relaxation, central banks around the globe were hard at work. It should be obvious to our readers we have long believed Central Banks would do anything to prevent their respective… More >>

  2. October 19, 2015

      We have now entered the third quarter 2015 earnings reporting period. While speculation creates short term excitement, earnings generally drive long-term results. [i] It's clear to me, speculation is driving the current recovery in the market. These last three weeks we… More >>

  3. October 12, 2015

      Our series of Look Ahead's continues with our views on what's in store for the markets and economy in Q4 2015. For audio and video click here: Q4 2015 Look Ahead For the pdf version click here: Q4 2015 Look Ahead We explore the significant differences between an… More >>

  4. October 5, 2015

      If two back-to-back quarters of negative GDP growth is the definition of an economic recession, then two quarters in a row of earnings declines would have to qualify as an earnings recession. Driving the "earnings recession" is a combination of poor global growth,… More >>