Market Summary

October 20, 2016

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Global economic growth is boringly slow, but it is still growth.  Pessimists point out that the last few years have been the slowest economic recovery in seven decades, and that the average household in the U.S. has less income after...
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May 19, 2016

Executive Summary 1.  Market summary.  The movement of the U.S. dollar will be the key determinant of the direction of U.S. stocks, gold, and oil — and a great deal about the direction of the U.S. currency and market depends...
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April 01, 2016

When Too Much News Can Confuse 1.  GDP grew by 2.4 percent in 2015 — ignore flawed data, including GDPNow. Fourth-quarter 2015 GDP growth for the U.S. was just revised up to 1.4 percent annualized from an initial reading of...
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February 05, 2016

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Market Summary   World markets remain in a period of correction.  Accordingly, we are cautious and awaiting lower prices before investing the large amount of cash in client accounts.  Many now believe that the U.S. will go into a recession...
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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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December 24, 2015

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This Year In Review And The Year Ahead 2015 was a year of divergences.  Developed markets outperformed developing markets, services outperformed manufacturing, and commodity-related companies and economies underperforming everything else. Broader indices often served to conceal these divergences, with some...
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December 11, 2015

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Market Summary As we survey the investment horizon for 2016 the picture that we see is not highly attractive. Economic and Financial Fundamentals: Slightly Positive On a fundamental basis, the world is growing at a modest rate, and the return...
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November 27, 2015

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Tactical Views on the Year’s End and Beyond  With just a little more than a month remaining to year’s end, we’re reflecting on the market’s performance thus far as we strategize the final push and begin to think about how...
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October 16, 2015

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Market Summary The U.S. market is moving ahead — as long as the U.S. Dollar stays in a sideways or declining trend. We’re bullish on U.S. stocks, but very selective about which sectors to be involved in. In our view,...
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September 21, 2015

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Market Summary We believe that although a full or partial retest of recent lows may occur, the correction’s worst is over, and if the past is a guide, U.S. stocks will appreciate over the next six-month time-frame, volatility will be...
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