03|15|2017

The Party is Over!

Markets have blown through all time highs. Economic activity is running strong. Real Estate is on a seemingly unstoppable growth trajectory. So, how can the party end??? The markets...

03|07|2017

Reflation Tailwind

The “reflation” trade has dominated headlines as of late. Headlines, however, do not create profits. Is there substance to the economic tailwind currently in place? US Data ISM Manufacturing...

02|27|2017

Breaking Records!

Records are meant to be broken and last week the Dow Jones matched a record not seen since 1992. Could this positive run spell the end of the current...

02|21|2017

Return of the Hawks

President Trump has stolen much of investors’ attention, however, Federal Reserve Board (FRB) activity still matters immensely. Especially if their actions are unexpected…   US Data Retail sales were...

02|15|2017

German Greece

An international drama is beginning to unfold. Germany is struggling to hold on to a united European Union and Greece could be the beginning of the end… International Data...

02|07|2017

Unlocking Populism

After being a dead movement in the United States since the early 1900’s, Populism has surged back in a big way. What implications does it have for the markets?...

01|30|2017

20,000, A Paper Giant?

This past week the Dow Jones crossed 20,000 points for the first time ever! This historic event comes amid concerning data that could indicate we won’t be here long…...

01|24|2017

From Doves to Tweets

For several years now, markets have focused almost exclusively on the Chairperson of the Federal Reserve Board (FRB). In the last 3 months, we have seen an extreme shift...

01|18|2017

Dollar Conundrum

Markets were little changed over the last week as earnings got under way. Mid-week turbulence was barely noticeable as the markets pulled back gains from earlier highs. There was...

01|10|2017

Eurozone Resurgence?

Eurozone data is improving even with the activation of Article 50 looming in the first half of the year. What does this mean for the Eurozone outlook in 2017?...