Archives for October, 2017

  1. October 30, 2017

    It’s hard to imagine the current positive energy surrounding the U.S. equity markets.  Over the last fifty-two weeks, the S&P 500 has increased by 19.24 percent [i]. Last year we were convinced that the markets were poised to rally--not because of Trump but because we… More >>

  2. October 23, 2017

    On a global macroeconomic level, two things are occurring simultaneously at opposite ends of the world: President Trump is in the process of selecting someone to chair the Federal Reserve, whereas, in China, the Communist Party is selecting a chair to lead China forward.… More >>

  3. October 16, 2017

      Let’s start this week’s post with a quote from the University of Michigan Consumer Surveys’ chief economist, Richard Curtin: “Consumer sentiment surged in early October, reaching its highest level since the start of 2004. The October gain was broadly shared, occurring… More >>

  4. October 9, 2017

      As we wrap up a stellar third-quarter investment period, it’s time for our look ahead into Q4. For an audio narration of our Q4 2017 Look Ahead, click here. For a PDF of our Q4 2017 Look Ahead, click here. Q2 earnings, which were reported from mid-July through… More >>

  5. October 2, 2017

      Welcome to the first trading day of the fourth quarter, which means the race for third-quarter earnings has concluded. The third quarter marked another quarter of strong returns in the equity markets.  The Dow Jones Index led all major indices during the quarter with a… More >>