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  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 >>

  If two back-to-back quarters of negative GDP growth is the definition of an economic recession, then two quarters in a row of earnings declines would have to qualify as an earnings recession. Driving the "earnings recession" is a combination of poor global growth,… More >>

  With just a few days left in calendar Q3, it's probably time we set the stage for the upcoming earnings season. Similar to last quarter, earnings and revenue growth are expected to be negative. Earnings are expected to decline by -4.5% and revenue is expected to decline… More >>

  The Fed punted on its duty to normalize rates last week, consistent with investor's expectations. Unfortunately, in their statement,they added another layer of complexity to their already challenging mandate. Prior to their announcement on Thursday, the Fed had a "dual… More >>

    This Thursday the Fed will either raise interest rates by 25bps (maybe more) or they will push out the inevitable until later this year. Markets will react, one way or another. Currently, more investors expect a rise in interest rates to be delayed instead of hiking… More >>

  By now you might be developing some investor fatigue as market volatility adds more difficulty to the already complex art of investing. After all, we have experienced 16 days of triple digit moves in the last 30 trading days. [I] Perhaps, you might be thinking, "When… More >>