06|04|2019
All-In on Trade | May 31, 2019
Trade disputes escalated last week advancing the battle with China and opening a new front against Mexico. The world seems to be all-in on trade. China- US China was...
06|03|2019
Leading Indicator Watch | May 31, 2019
As I write Market Thoughts, here are some economic indicators that caught my attention. Click here to download the latest insights on economic activity and how they are impacting...
05|31|2019
4 Reasons to Not Leave Your 401K Behind
I worked at that place for 7 years. They were always good to me. Their 401K always did well for me. I’ll just leave it there… NO!!! 401K Performance...
05|29|2019
Mounting Clouds | May 24, 2019
Clouds are mounting around the global economy and it appears no one is safe. What happened? When or will the storm arrive? Trade War The trade war heated up...
05|28|2019
Leading Indicator Watch | May 24, 2019
Services PMI fell to a dangerous level of 50.9 from 53 last week. 50 marks the line of contraction and expansion. Let’s take a look at our other leading...
05|22|2019
Trade, Trade, Trade | May 17, 2019
Trade, trade, trade… Last week was all about trade… How should we expect a prolonged trade battle to impact the economy and markets? GDP Impact Thus far, tariffs have...
05|20|2019
Leading Indicator Watch | May 17, 2019
Good news coming out of Housing in this week’s Leading Indicator Watch. See my comments and other news like Consumer Goods and Consumer Confidence here. Stay tuned for Market...
05|14|2019
Trade Implications | May 10, 2019
Trade concerns marred markets last week. A 15% tariff increase, potential tariffs on additional goods, and the threat of retaliation all carried implications for markets. The Rise Last summer...
05|13|2019
Leading Indicator Watch | May 10, 2019
Decent economic news coming out of the leading indicators this week with one exception: The S&P 500 fell 64.24 points last week and VIX (the CBOE measure of volatility)...
05|07|2019
Unemployment’s Deception | May 3, 2019
Unemployment fell to an amazing 3.6%, a level last seen in 1970! The markets lauded the achievement with a strong advance on Friday. So, what is the deception? Wage...