January 2016

January 28, 2016

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Market Summary The U.S. is currently in a market correction.  What should we do during this correction?  Does the correction signal that a recession is in store for 2016?   There is no doubt that the U.S. market has followed...
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January 22, 2016

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How Fast Will the Fed Raise Rates? The “dot plot” of the Federal Reserve shows how the opinions of various FOMC participants stack up, and is published after each meeting.  December’s dot plot suggests that the majority is anticipating four...
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January 15, 2016

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China:  Investor Confusion Leading to Volatility  According to Jonathan Anderson of Emerging Advisors Group (EM Advisor Group), who is our favorite China economic analyst, his “base case” for China has shifted.  Regular readers know that we have followed Mr. Anderson...
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January 08, 2016

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2016 Outlook As regular readers know, we view the U.S. Dollar as the key to the outlook for stocks in 2016. (In the summary section above, we explain why a strong U.S. Dollar has gone from being a positive for...
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