Investment 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…

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…

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”. …

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…

HOW DID WE DO IN 2014?   PREDICTIONS                                             …

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…

WHATEVER IT TAKES For central bankers in the major economies around the world, the above has been their credo – is their credo and seemingly, will be their credo for…

EMPLOYMENT, LEVERAGE, CONFIDENCE AND THE MARKETS Through the first three months of the New Year, there has been precious little progress made in U.S. exchanges or for that matter around…