03|04|2016
Weak data / Strong market… Head scratcher?
Weaker than anticipated jobs data led to a rally in equities, bonds, and gold as many believe the weak data should delay the Federal Reserve’s tapering of their current...
03|04|2016
Speculation over Fed policy dominates the week
Speculation over Federal Reserve Board (FRB) policy has dominated market activity much as the Red Sox dominated Cardinal pitching… I had to get that out of my system, on...
03|04|2016
Hiring = up, GDP = up, Markets… not so much
During the week ending 11/8/13 we saw some very positive data released and it received mixed reviews from the market. That being said who cares when they taper! Obviously...
03|04|2016
Markets – Cautious Optimism
Uh oh, cautious optimism never sounds good… This weeks title really speaks to the cautious growth we’ve seen in the market as of late. There has been growth, but not with...
03|04|2016
Sweet 16! No, I’m not talking March Madness in November!
Last week the DOW Jones closed above 16,000 for the first time ever. What contributed to this success and what will come of it? While strong earnings have...
03|04|2016
Thanksgiving or Black Thursday…
Every year Black Friday comes earlier and earlier. While this should bode well for consumer discretionary investments I was dreading seeing loved ones leave Thanksgiving early to get in...
03|04|2016
Bad news = selling & good news = buying, Huh, interesting…
That almost sounds like what should happen on a regular basis… Since the government shutdown we’ve seen the opposite. Positive economic data was viewed as an indication that the...
03|04|2016
Goodbye Austerity… at least for now
Austerity: a word that is a necessity, but causes so much short term pain to the economy and markets. Well, with the recent budget passed by Congress we get...
03|04|2016
Taper, Taper, Taper… Sick of it yet???
The Federal Reserve Board (FRB) has finally reduced its bond purchase program, but what needs to be remembered is that the program was reduced from $85 Billion in monthly...
03|04|2016
Week and Year in Review…
We’ll get to last week in the next paragraph, however I would like to start this week’s Market Thoughts with a quick look at 2013 performance (through 12/27/2013). – ...