Archives for May, 2017

  1. May 30, 2017

      Last week during a CNBC interview, the famous Nobel Prize winner and Yale University professor, Robert Shiller, said, “It [the market] could go up 50 percent from here. That’s what it did around 2000; after it reached this level, it went up another 50 percent.” [i] I’m… More >>

  2. May 22, 2017

      Usually, when discussing macroeconomic trends, we focus on fiscal or monetary policy, taxes, or political risks both domestically and abroad. However, we often don’t spend enough time discussing inflation.  Inflation has a significant impact on equity investments.  Take… More >>

  3. May 15, 2017

      It seems that the European Union (EU) is breathing a bit more easily now that centrist candidate Emmanuel Macron has won the French presidency in last weekend’s election. Macron’s pro-EU stand will likely help strengthen the EU as a whole, which will likely put the… More >>

  4. May 8, 2017

      The strength of the latest jobs report continues the trend in the U.S. labor force.  In April 2017, the U.S. economy added 211,000 more jobs.  Hospitality/leisure, professional and business services along with healthcare showed solid growth. [i] The unemployment rate… More >>

  5. May 1, 2017

    Economically speaking, the first quarter of 2017 was simply uneventful.  First quarter 2017 GDP growth was nothing shy of anemic.  In fact, it seems to go hand in hand with the frail upward trend of economic recovery following the 2008 financial crisis. During the first… More >>