Investment Commentary

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A Lot Of Balls In The Air…

Let’s start with some observations to “set the table.” Let’s first focus on facts and then we’ll get to opinion: 1) Q1 earnings for S&P 500 companies rose 24.4% year…

A GHOST FROM THE PAST …

It was several years ago that investors worried aloud about a “meltdown” of the Eurozone. Greece was the “whipping boy” of Europe with Portugal, Spain and Italy as clubmates. The…

The Chinese Challenge …

Before settling into the main topic of this writing, let’s spend some time reviewing the economic and markets state of the world. The Federal Reserve (aka – the Fed) recently…

FEELIN’ GOOD…

While equity and fixed income investors have experienced a bit of “whiplash” during the month of February, consumers have continued to feel “pretty good”, if not very good. In fact,…

Aging Out???

If the stock market does not wonder about an investor’s age, should an investor wonder about the stock market’s age? We would argue no. But that has not stopped many…

Lookin’ and Feelin’ Good…

We are now past the nine-month mark and coming around the turn for the year end finish of 2017. The cacophony emanating from Washington has almost overwhelmed the listening capacity…

Top Spotting…

We would never attempt to “call a top” in markets for we think that “a fool’s errand”. But we are mindful that prices do not rise forever. There are plenty…

Moving On Up…

As we come to the close of summer, equity investors around the world have enjoyed stock markets which have not suffered from the “sell in May and go away” syndrome…

What If…

Elon Musk is working hard to make people believe the future for transport lies with electricity.  He is producing a second model of his Tesla and other automobile manufacturers are…
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