Investment Management
Commentary
Investment Management
Rude Health …
Economically, the US is in rude health. Manufacturers are very busy as seen in Chart 1. The Eurozone is also “chuggin’ along” – just not at as rapid a pace. The service economies in America…
Investment Management
PROFITS, PROFITS AND MORE PROFITS….
In the second quarter corporate pre-tax income grew 7.7% year over year, the most since 2014 and the seventh consecutive gain according to information released from the Commerce Department. Company spending on equipment, structures and…
Investment Management
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 over year (YOY), 8% ahead…
Investment Management
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 strong from northern Europe (think…
Investment Management
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 met for the first time…
Investment Management
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, the U.S. Consumer Confidence Index…
Investment Management
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 pundits from opining about the…
Investment Management
UP, UP AND AWAY MY BEAUTIFUL BALLOONS………
We have written in the past about a world which is experiencing a spate of synchronized economic growth, which we expect to continue at least through 2018, barring any “Black Swan” event.…
Investment Management