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  On the eve of the first interest rate increase in nearly a decade, markets have naturally become quite jittery. When you consider the number of issues investors are digesting, an increase in volatility is not a surprise. First, the U.S. Federal Reserve may tighten… More >>

  Friday was another strong confirmation that the U.S. consumer is heading in the right direction. The U.S. Department of Labor released their monthly jobs figures and they continued to show strength. The U.S. Economy added 211,000 jobs in November along with strong… More >>

  The U.S. Consumer would appear to be taking a more cautious approach to their spending habits compared to last year’s holiday shopping season. However, there may be a reversal in trend coming. Black Friday sales were down by 1.5% over last year’s numbers according to… More >>

  Here is what we can put in the books at this point in the year. 1) Third Quarter earnings per share continue their shrinking trend, putting us in an earnings recession for the first time since 2009. With only 19 companies left to report for the S&P 500, it's likely… More >>

  The events in France on Friday have reminded the world we are in dangerous and unpredictable times. Americans need little reminder, as the horror of the 9-11 attacks are etched into our collective memories. France will now likely follow in the footsteps of America as… More >>

  If there ever was a confirming indicator for the Fed to start raising rates in December, the Jobs Report released this past Friday was it. [i] After many months of a declining trend in labor, October was a breakout month for the US labor force. The US economy added… More >>

  The economy slowed in Q3 from its growth trajectory in Q2. Overall U.S. GDP only grew at a 1.49% pace down from 3.92% growth in Q2. The good news is the consumer continued to show very strong performance. [i] Consumption, which makes up about 70% of the US economy… More >>

  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 >>

  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 >>

  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 >>