Archives for November, 2017

  1. November 27, 2017

      The U.S. economy added another small notch to its macroeconomic growth narrative last week with sufficient growth from retailers.  Not surprisingly, traditional brick-and-mortar stores posted a small year over year (YOY) decline of 4 percent, while online retailers… More >>

  2. November 20, 2017

      I just concluded a round of quarterly client meetings where I presented our Q4 2017 Look Ahead.  You should have received this during the first week of October.  However, if you didn’t, I encourage you to review it by clicking the link above.  During the course of my… More >>

  3. November 13, 2017

      As we wrap up the Q3 2017 earnings season, I would characterize the market’s response as nothing short of “dodging a bullet.” With 91 percent of the S&P 500 companies already having reported their Q3 earnings data, the cumulative growth rate across the index has… More >>

  4. November 6, 2017

      Last Thursday the Republican Party unveiled their latest tax plan.  I would say it’s hardly worth spending any considerable amount of time discussing in detail, as it’s not clear what’s going to withstand the onslaught of lobbyists and special interest groups jockeying… More >>