Archives for July, 2017

  1. July 31, 2017

      According to the Bureau of Economic Analysis, the U.S. economy expanded at a respectable 2.6 percent in Q2. [i] This reverses two-quarters (2016Q4 and 2017Q1) of slowing GDP growth [i], and firmly establishes that the U.S. economy is expanding, albeit at a much slower… More >>

  2. July 24, 2017

      I’m visiting London this week, and ironically, of all things, it’s to get a “real” view on Emerging Markets (EM).  What some of you may not know is that many of the leading emerging market managers are located in this great city.  Not to digress, but I’d be foolish not… More >>

  3. July 17, 2017

      We are a couple of weeks away from the first look at how the U.S. economy performed during Q2 2017.  Generally, looking in the rearview mirror is useless for investors because we all base our investment decisions on future, rather than past cash flows. However, GDP… More >>

  4. July 10, 2017

    First of all, we hope everyone had a happy, healthy, and safe Fourth of July!  Today marks the first full trading week of the third quarter and we have a lot coming up in the weeks ahead as companies begin to report their second-quarter numbers. We would like to take this… More >>

  5. July 3, 2017

      The second quarter just closed and with it ended another pretty strong performance for equity markets. In fact, the overall market, as measured by the S&P 500 Index, is up 8.24 percent in 2017.  Since the election of Donald Trump as U.S. President, the market has… More >>