03|04|2016
2014 Headwinds and Tailwinds
2013 posted the strongest market performance since the 90’s and the New Year began with some apprehension. Let’s look at headwinds that could persist and tailwinds that could drive...
03|04|2016
Unemployment data decrypted
This past Friday we saw the unemployment rate fall to 6.7%, its lowest level since October of 2008. That’s reason to celebrate, right? Wrong! It’s kind of like when...
03|04|2016
Can the big game predict stock market returns for the coming year???
There is a very high correlation between strong stock market performance for the year and the success of heritage NFL teams (now NFC teams) versus weak market performance when...
03|04|2016
If emerging markets jump off a bridge will the US follow??
This last week we saw the US markets shutter in response to concerns over emerging markets (EM) growth prospects. China’s Manufacturing PMI fell from 50.5 to 49.6 in December...
03|04|2016
5 Years of Growth
Over the last 5 years we have seen the Dow Jones index grow from a low of 6547.10 on 03/09/2009 to a recent high of 16,576.66 on 12/31/2013[2]. Quite...
03|04|2016
So… How ’bout that weather?
In recent weeks I find myself day dreaming about market data whenever I start having the obligatory weather conversation with an acquaintance. I’m not trying to be rude, but...
03|04|2016
Did “Sell in May and go away” come early this year?
Over the last several years we have gotten use to the adage of “Sell in May and go away” being all too true. While I caution vehemently that this...
03|04|2016
The good, the bad, and the non-existent
Domestic stock prices fared well last week despite a mixed bag of data. We saw positive PMI, consumer debt, and leading indicator data. While we saw negative housing data,...
03|04|2016
Psychosis of the market
There were negative results and news across much of the economic calendar, however the markets reached new highs last week. Economic data pointed to a sluggish early 2014...
03|04|2016
A Recipe for Corporate Growth?
We’ve seen record earnings growth and record stock market levels for the last few years, but that doesn’t mean we’ve seen corporate growth. Much of the advances in earnings...