Blog

  Wake Up-It's the EconomyWeekly Market Commentary 9-30-2013Tim Phillips, CEO—Phillips & Company By the time you get this we will likely be hours away from another government shutdown. Although we humans suffer from "present bias" (events that happen now seem more… More >>

  Slow Economy 3 Fed 0 Weekly CEO Commentary 9-23-2013 Tim Phillips, CEO—Phillips & Company   This week the Fed blinked and decided to continue their purchase of 85 billion in mortgage and treasury bonds as part of their non-traditional monetary policy (QE3). The… More >>

One Year Early: Lame Duck?Weekly CEO Commentary 9-16-2013Tim Phillips, CEO—Phillips & Company American politics had a very strange week. The President went from a go-it-alone war President, to a collaborator with Congress, and ended with our country being lectured by… More >>

  Can higher rates lead to more jobs?Weekly CEO Commentary 9-10-2013Tim Phillips, CEO—Phillips & Company The trend in jobs continues to disappoint and suggest a very sluggish economy in the months to come. The US economy added only 169,000 jobs in August, and the… More >>

  Turmoil Part ___?Weekly CEO Commentary 9-3-2013Tim Phillips, CEO—Phillips & Company We had a spate of economic data released last week some suggesting continued growth: Auto sales are expected to rise broadly in August, and are estimated to be an increase of 13%… More >>

  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 >>