Posts Categorized: MARKET THOUGHTS

Wally World Under Fire

Being as large as Wal-Mart is, they are always under fire; however the most recent barrage is coming over a surprising topic. Wally World Recently Wal-Mart announced plans to raise their minimum wage to $9/hr in 2015, $10/hr in 2016, and increase training expenses[1]. This is otherwise known as capital…
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Greece the Gears

Recent weeks have harkened back 4 years to times of uncertainty regarding the future of the Euro. Greece threatening to leave the EU had created undue volatility in the regions stock markets over the last month, but that has changed… Greece Leadership in Greece had gained power on the premise…
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Unemployment Uppercut

All week seemed like a build up towards the final unemployment data for February… It hit the market like an uppercut on Friday… Unemployment Summary The unemployment data was favorable over all. The rate of unemployment fell .2% to 5.5%, its lowest level since 2008. 295,000 jobs were added in…
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Sharing the Money Tree…

Money does not grow on trees!!! Or does it in this current economy? Stimulus, A.K.A. tree money made its debut in Europe last week. Back Story Truly the rest of the world appears to have found the money tree the U.S. has been using for the last 5 years. The…
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The Dove Strikes Again!

No matter what Janet Yellen decides to do regarding interest rates she will be second guessed. The true measure of success will be when the Federal Reserve Board (FRB) leaves the current policy setting without causing the next recession. Last week the FRB chairperson, Janet Yellen, announced revisions to expectations…
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Data Contradicts Market

The market moved in the opposite direction of economic data last week; as has been the trend over the last several years. Housing data disappointed, as existing home sales only grew 1.2% and home prices increased only 5.1% year over year in January[1]. Many of the February reports were muddied…
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April Fools?

For months now the US has been strengthening as Japan, Europe, and China struggle. Data last week showed a reversal of that trend. Will it be short lived or a sign of changing economic conditions? US Data Employment weakened as private payrolls only added 189K jobs, unemployment remained unchanged at…
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Expectations vs Reality

Someone once told me, “Perception is reality”. Well the markets perception of first quarter activity does not look promising… Over the last quarter we have dealt with harsh winter weather, depressed oil prices, heavy stimulus activity abroad, and deflation concerns across much of the globe. As 1st quarter earnings season…
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Two Weeks in One

The week started with optimism as quarterly earnings were better than expected. The week, however, ended on a sour note… Monday – Thursday The week started strong as financial companies reported positive earnings for the most part. Not only financials, but earnings in general have surpassed expectations. Economic data also…
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Tale of the Tape

Ticker Tape to be exact… With nearly half of S&P 500 companies reporting a trend is emerging… Corporate earnings, as expected have surpassed expectations for 71% of companies reporting. Not surprising as expectations have been greatly lowered in response to economic data throughout the first quarter. What is more telling…
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