Investment Commentary

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3rd Quarter 2016 Commentary

IS THE WIND CHANGING DIRECTION??? On September 22nd, the American Association of Individual Investors (AAII) released their Sentiment Survey, which the reader will find below. CHART 1 The bullish sentiment…

2nd Quarter 2016 Commentary

Negative Interest Rates Or We’ll Pay You to Borrow from Us! Imagine being a home owner in Aalborg, Denmark and receiving an interest check from your mortgage holder paying to you, the…

1st Quarter 2016 Commentary

TRANSITIONS CAN BE TOUGH…… The North American Free Trade Agreement (NAFTA) went into effect in 1994. Most economists would hail the agreement as a breakthrough, which has helped propel the…

4th Quarter 2015 Commentary

The New Year Upon Us…….. With the “rough waters” of 2015 behind us, investors must now look to 2016 and how to navigate the crosscurrents of world politics and economics…

3rd Quarter 2015 Commentary

AMERICAN CONSUMER FISCAL FITNESS AND OTHER MUSINGS….. Worries here, worries there, worries are everywhere and investor sentiment is low, very low. As we are security analysts, not psychoanalysts, it is…

2nd Quarter 2015 Commentary

RECOVERING……. For the second year in a row, the U.S. economy has had to rescue itself from a desperately hard winter whose climate put economic activity into a “deep freeze”. …

1st Quarter 2015 Commentary

LET’S FOCUS ON THE DOLLAR……… Since late last year, the U.S. “greenback” has been on a bit of a “streak”.  The pace of appreciation has picked up in 2015.  Articles…

4th Quarter 2014 Commentary

HOW DID WE DO IN 2014?   PREDICTIONS                                             …

3rd Quarter 2014 Commentary

DON’T YOU JUST HATE IT???? Americans, consumers, men, women, and children do not seem to be happy.  According to a recent poll conducted by the Wall Street Journal/NBC News (published…
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