03|13|2018
Tariff This! | March 9, 2018
The markets ran the gamut last week. What caused the swings and led to being up 3% on the week? Politics as usual The week started much like the prior week had ended,...
03|12|2018
Leading Indicator Watch | March 9, 2018
Before I publish Market Thoughts this week, here are some economic indicators that caught my attention. Click here to view the latest insights on economic activity and how they are impacting the...
03|06|2018
The Volatility Pendulum | March 2, 2018
Markets shed 2% last week as the pendulum swung back towards correction. What is next for the markets? The pullback appeared to be an immediate response to concerns over...
03|05|2018
Leading Indicator Watch | March 2, 2018
As I write Market Thoughts this week, here are some of the economic indicators that caught my eye. Click here to download the latest insights on economic activity and how...
02|27|2018
Rates and Stocks | February 23, 2018
Markets grew at a humble rate last week and volatility has come back down. As we look ahead to the next growth cycle, interest rates will likely play a...
02|26|2018
Leading Indicator Watch | February 23, 2018
Ahead of Market Thoughts this week, here are the indicators that caught my eye. Click here to download the latest insights on economic activity and how they are impacting the markets.
02|21|2018
What Goes Down Must Go Up! | February 16, 2018
In recent weeks, volatility has been turned on its head. Where will it go from here? 2017 saw incredibly low volatility. The VIX, The Chicago Board of Options Exchange...
02|20|2018
Leading Indicator Watch | February 16, 2018
Before I publish Market Thoughts this week, here are the indicators that caught my eye. Click here to download the latest insights on economic activity and how they are impacting the markets.
02|13|2018
A Path Forward | February 9, 2018
Markets tumbled an additional 5.16% last week; the real question is, where can the opportunities be found? In our most recent growth cycle, we experienced strengthening global growth with...
02|12|2018
Leading Indicator Watch | February 9, 2018
As I write Market Thoughts this week, here are the indicators that caught my eye. Click here to download the latest insights on economic activity and how they are impacting the markets.