Blog

  Can't Live With It, Can't Live Without ItWeekly Market Commentary 8-26-2013Tim Phillips, CEO—Phillips & Company Fixed income was once an easy asset class to allocate to. You could by US Treasuries or municipal bonds, collect good income, hedge against deflation and… More >>

  Are we overextended? Weekly Market Commentary 8-19-2013Tim Phillips, CEO—Phillips & Company The number one question that I get asked is if the markets are overextended. Invariably, most people already have formed their own opinion, but my answer is no—based upon… More >>

  Fiscal TrifectaWeekly CEO Commentary 8-12-13Tim Phillips, CEO—Phillips & Company As earnings season winds down, it appears we had an excellent outcome. (Image source: Bespoke Investment Group) Roughly 63% of companies beat their earnings estimates, and earnings… More >>

  Part Time America Weekly Market Commentary 8-5-2013Tim Phillips, CEO—Phillips & Company I have written on many occasions about the possibility of a structural change in the American workforce. Work is the bedrock of our economy. With over 71% of GDP generated by… More >>

The Sidelines: It's the Investor’s turn to sit on cashWeekly CEO Commentary 7-29-2013Tim Phillips, CEO—Phillips & Company Fixed income investments have become increasingly difficult to implement, manage and maintain. Since Fed Chair Bernanke began his "thinking… More >>

  Inflation UrgencyWeekly Market Commentary 7-22-2013Tim Phillips, CEO—Phillips & Company Over the weekend Japan, the world’s 3rd largest economy and 2nd largest developed economy, held a historic vote. Their Prime Minister, Shinzo Abe, basically won control of both… More >>

Earnings Outlook Weekly Market Commentary 7-15-2013 Tim Phillips, CEO—Phillips & Company Earnings season is starting, and as we have written about in the past, earnings are what really drive stock prices. Expectations for this earnings season are somewhat cautious.… More >>

It's Not WorkingWeekly Market Commentary 7-8-2013Tim Phillips, CEO—Phillips & Company What if the Fed is not talking about tapering their purchases of bonds because the economy is getting better. There is no doubt parts of the economy are improving over the past year:… More >>

  Learning how to see…things that aren't really there!Weekly Market Commentary 7-1-2013Tim Phillips, CEO—Phillips & Company After spending a considerable amount of time traveling to one of the financial "hot zones" in the world, Italy, I can make an important… More >>

  Returning to RationalWeekly Market Commentary 6-24-2013Tim Phillips, CEO—Phillips & Company If there was any question about what direction monetary policy (interest rates) are trending toward the Fed clearly laid those to rest: Going forward, the economic outcomes… More >>