Details

03|06|2019

Devil in the Details | March 1, 2019

Bonds have been in a 35-year bull market. This is nothing new, however, the shift in investor behavior during this expansion is. The devil is in the details. As...

Housing

03|04|2019

Leading Indicator Watch | March 1, 2019

Housing reports lead the leading indicator story for last week with building permits little changed at 0.3%, housing starts fell 11.2% while home prices roses 5.6% (year over year)...

Old World, Old Problems

02|27|2019

Old World, Old Problems | February 22, 2019

Last week was marked by old problems out of the ‘Old World’.  Europe managed to continue to be a distraction and introduced uncertainty into an otherwise positive week. Brexit...

02|26|2019

Leading Indicator Watch | February 22, 2019

Before I publish Market Thoughts this week, let’s take a look at the leading indicators!  Good news coming out of Manufacturing & Services, Unemployment, the S&P 500, and the...

02|20|2019

UNDERSTANDING MARKET VOLATILITY | SEMINAR INVITATION

UNDERSTANDING MARKET VOLATILITY In life, what you focus on can make all the difference. Come join us for a 1 hour meeting and discussion on understanding market volatility and...

02|19|2019

Life of the Party | February 15, 2019

Last week’s article was littered with Negative Nancy’s. This week, many of them have become the life of the party. At least for now… Government Shutdown A shutdown was...

economic

02|19|2019

Leading Indicator Watch | February 15, 2019

Before I publish Market Thoughts this week, here are some economic indicators that caught my eye.  Click here to view my latest insights on economic activity and how the...

Negative Nancy

02|12|2019

Negative Nancy | February 8, 2019

Last week was marred by negativity at several levels. Everywhere you turned it looked like there was a Negative Nancy… Government Shutdown 2019, 2.0 Negotiations throughout last week were...

Leading Indicator Watch

02|11|2019

Leading Indicator Watch | February 8, 2019

As I write Market Thoughts this week, here are some economic indicators that caught my attention.  Click here to download the latest insights on economic activity and how they...

doves

02|07|2019

A Dovish Climb | February 1, 2019

Last week was a busy week and markets liked it. Between favorable earnings reports and a dovish Federal Reserve Board (FRB), markets continued their climb. Corporate Earnings The week...