“as investors it is more important to learn the lesson of how to manage emotions in difficult times than it is to worry about trying to predict what the next challenge will be and when it will occur.” Please click the link below to continue reading 4th Qtr 2018...
As we look into the 2nd half of 2018 we find ourselves at about the same spot that we began our 365-day journey. The S&P 500 finished the first half of the year with a slight gain, while the Dow Jones Industrial Average finished with a slight loss. There was...
"As we entered 2018, the economic picture and the stock market were both pretty easy on the eyes. Stocks were coming off a great 2017 and the economy seemed to be on the right path- so much so that the Fed came into the new year with the intention of raising interest...
“Nothing seemed to be able to slow down the raging bull, not domestic politics, not global political intrigue, not even valuation concerns.” Click the link below to read our full comments. 2018 1st Quarter Outlook
"Admittedly, we are a bit nervous as we enter this coming earnings season, as many stocks appear to be priced for perfection." Click the link below to read our full comments. 2017 4th Quarter Outlook
“Looking back at the first half of 2017, we see that stocks in general had a good first half of the year. Of course, not all stocks are created equal” Click the link below to read our full comments. 2017 3rd Quarter Outlook
“With renewed consumer confidence, potential tax reform and continued deregulation, corporate America has conditions before it more favorable than any time we’ve seen for several years.” Click the link below to read our full comments. 2017 2nd Quarter Outlook
"Before we climb on the roller coaster ride that is likely to be calendar year 2017, let’s take a look back at the fun ride that we just disembarked that was 2016." Click the link below to read our full comments. 2017 1st Quarter Outlook
When one contemplates the choices that we have in this unbelievably crazy political contest for the presidency of the United States, one might tend to ask oneself “is this the best we can do”? This is a question we ...
"If you had been on a deserted island for the past six months and just now had a chance to look at what the stock market did for the first half of 2016 you might conclude that is was a quiet period for stocks with modest gains. But as we know, the last six months have...
"As we entered 2016 Fed officials were puffing out their chests and declaring that as many as 4 or even 5 rate hikes were warranted for the coming year." Click the link below to read our full comments. 2016 2nd Qtr Outlook
"When we examine the numbers, we find that nearly half of the stocks in the S&P 500 (well over 200 of them) are down more than 20% from their highs." Click the link below to read our full comments. 2016 1st Quarter Outlook
"Let's begin by saying this about the 3rd quarter of 2015. Thank goodness it is over." Click the link below to read our full comments. 2015 4th Quarter Outlook
Click the link below for our Outlook 3rd Quarter 2015 Quarterly Outlook
"For the stock market, 2015 is beginning to remind us of 2011‐ a lot of volatility and not much direction. Stocks are facing many headwinds, including, valuation, a tepid economic backdrop, suspicious corporate earnings growth, and the double edged swords of lower...
