Weekly Commentary

Is it Time to Speculate? Weekly Market Commentary 7-30-12 Tim Phillips, CEO – Phillips and Company The Bureau of Economic Analysis has officially confirmed that the economy has downshifted from 4.1% growth to 1.5% growth in the first half of the year. The Dow Jones Industrial Average rallied almost 200 points on Friday in hopes […]

  Norm Sherry Weekly Market Commentary 7-23-12 Tim Phillips, CEO – Phillips and Company   We just crossed the half way mark for the year, and that means two things: earning season is getting under way in earnest, and we are a little over half way through the 2012 baseball season. As expected, earnings have […]

The Great Recession or the Great Distraction Weekly Market Commentary 7-16-12 Tim Phillips, CEO – Phillips and Company In a recent presentation by David Rosenberg I was reminded of something that was often talked about prior to the Great Recession, which is the upcoming retirement of the baby boomers. Let me start by putting the […]

The Importance of Getting Paid and A Little Wishful Thinking Weekly Market Commentary 7-9-12 Tim Phillips, CEO – Phillips and Company The economic data over the last few weeks continued to confirm what we had suspected for quite some time. This is an “L” shaped economic recovery that has made traditional static asset allocation difficult. […]

Second Half Slowdown? Tim Phillips, CEO – Phillips & Company Weekly Market Commentary 7-2-12 Last week, the news headlines were dominated by two main events. Here in the United States, the Supreme Court (SCOTUS) upheld the Patient Protection and Affordable Care Act (PPACA), informally referred to as, “Obamacare.” Over in Europe, the EU Summit announced […]

Winners and Losers Weekly Market Commentary 6-25-12 Tim Phillips, CEO – Phillips and Company This week, the Federal Reserve made a widely expected move to extend Operation Twist (the buying of long-term government bonds and selling of short term government bonds). This program is intended to lower long term interest rates and help make financial […]

  Panic Weekly Market Commentary 6-18-12 Tim Phillips, CEO – Phillips and Company   As a professional investor and advisor, I have had the dubious privilege to write – on a few occasions now – some basic lessons about investing during critical times. Over my 25+ years of experience (and mistakes), the last five take […]

Most days in Oregon, all we expect to see are clouds and rain, it doesn’t matter if it is December or July. In fact, I can’t really remember a 4th of July without clouds and some rain. I know we have had them, but it’s just that I’ve grown to expect clouds and rain. That’s […]

  Weekly Market Commentary 6-4-12   Tim Phillips, CEO – Phillips and Company   If you watch TV or shop at a convenience store, you have certainly seen 5 Hour Energy drinks. This two ounce shot promises to give you a quick, and temporary, energy boost with no side effects. It’s like a sugar high, […]

Weekly Market Commentary 5-29-12 Tim Phillips, CEO – Phillips and Company   Developing an ability to look at counterfactual information is one of the hardest things for a professional investor to do. Today, it’s fairly easy to look at the world and see some pretty bad news: China is slowing – The government lowered its […]