2015 1st Quarter Outlook

2015 1st Quarter Outlook

"Stocks are trading near all-time highs just as the whiff of global deflation descends upon the markets, and volatility has reared its ugly head as professional traders and home gamers alike try to navigate the moment to moment gyrations that seem to have become a...

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2014 4th Quarter Outlook

2014 4th Quarter Outlook

“Volatility has returned in spades as we enter the early days of the 4th quarter, and yes, much can be attributed to the continued slowdown in Europe and Asia, but it might not just be a coincidence that QE is also coming to an end.” Click the link below to read our...

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2014 3rd Quarter Outlook

2014 3rd Quarter Outlook

“To prove the bond market wrong and give some credence to the stock market’s advance, the economy better show not only improvement from the first quarter (that seems to be a given), but real evidence that sustained growth is ahead.” Click the link below to read our...

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2014 3rd Quarter Outlook

2014 3rd Quarter Outlook

"To prove the bond market wrong and give some credence to the stock market’s advance, the economy better show not only improvement from the first quarter (that seems to be a given), but real evidence that sustained growth is ahead." Click the link below to read our...

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2014 3rd Quarter Outlook

2014 2nd Quarter Outlook

“what we saw last year will be just an appetizer for what we will see when interest rates rise for a much more extended period of time.” Click the link below to read our full comments. 2014 2nd Quarter Outlook

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2014 2nd Quarter Outlook

2014 2nd Quarter Outlook

"what we saw last year will be just an appetizer for what we will see when interest rates rise for a much more extended period of time." Click the link below to read our full comments. 2014 2nd Quarter Outlook

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2014 3rd Quarter Outlook

2014 1st Quarter Outlook

“so as we look to 2014 and anticipate the hand-off from the Fed to the growing economy, it is within reason to think that the bull market in stocks has moved from doubt and disbelief to at least acceptance” Click the link below to read our full comments. 1st Quarter...

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2015 1st Quarter Outlook

2014 1st Quarter Outlook

"so as we look to 2014 and anticipate the hand-off from the Fed to the growing economy, it is within reason to think that the bull market in stocks has moved from doubt and disbelief to at least acceptance". Click the link below to read our full comments. 1st Quarter...

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2014 3rd Quarter Outlook

2013 4th Quarter Outlook

“It should have been no surprise to anyone, that recovering from a near financial collapse and a mountain of debt formed over decades, was going to be a long a laborious task for the U.S. economy.” Click the link below to read our full comments. 4th Qtr Outlook...

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2014 4th Quarter Outlook

2013 4th Quarter Outlook

"It should have been no surprise to anyone, that recovering from a near financial collapse and a mountain of debt formed over decades, was going to be a long a laborious task for the U.S. economy." Click the link below to read our full comments. 4th Qtr Outlook 2013

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2014 3rd Quarter Outlook

Stocks Rally On Hope Of A Deal

Friends Well, well, well. A hint that there might be a short term solution at hand (and I do mean short term), and the bears run for the hills. It sure looked like stocks would be in constant decline until that October 17th deadline, but an afternoon meeting at the...

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2014 3rd Quarter Outlook

2013 3rd Quarter Outlook

“As the second quarter unfolded, it became apparent that the financial markets were beginning a period of adjustment.” Click the link below to read our full comments. 2013 3rd Quarter Outlook

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2014 3rd Quarter Outlook

2013 3rd Quarter Outlook

"As the second quarter unfolded, it became apparent that the financial markets were beginning a period of adjustment." Click the link below to read our full comments. 2013 3rd Quarter Outlook

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2014 3rd Quarter Outlook

2013 2nd Quarter Outlook

We do not detect extreme optimism (actually it is still quite the opposite), and as the famous investor Sir John Templeton once described, “bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria.” Click the link below to read...

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2014 2nd Quarter Outlook

2013 2nd Quarter Outlook

We do not detect extreme optimism (actually it is still quite the opposite), and as the famous investor Sir John Templeton once described, "bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria." Click the link below to read...

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