03|03|2016
Irrational Exuberance
Stock prices have risen without a meaningful correction (in excess of 10%) for over 2 years. Have stock prices grown to a level where irrational exuberance could spell a...
03|03|2016
Economic Catch 22…
Over the last several years the US economy has strengthened on the back of the consumer. Is it possible that very strength could hold back going forward? Services and...
03|03|2016
Inflation 6 Pack
Consumer Price Indices (CPI) for several countries were released last week. CPI for the US softened, but with recent volatility in energy prices we can look at Core CPI...
03|03|2016
Cheeseburger in Canada
As many of you have heard by now, Burger King is moving north of the border. This was a strategic move not for business purposes, but rather from a...
03|03|2016
Volatility Shift
Over the summer volatility hit lows in the 10’s, but over the last several weeks volatility has started to make a resurgence. On the surface it does not seem...
03|03|2016
Unlucky Number 7???
Over the last 2 years the market has pulled back 7% on three separate occasions. Each time it appeared the market was heading for correction territory (10% or more),...
03|03|2016
Consumer Rise on Oil’s Demise?
Over the last 4 months oil has shed over 30%! That results in lower costs at the pump, fatter wallets, and busier buyers… Just in time for the holiday...
03|03|2016
Trick or Treat?
It’s time for my kids to go out and get me… I mean, themselves some candy. My 2nd favorite holiday gets underway with the stock market giving us a...
03|03|2016
Goodbye QE???
Through three doses of quantitative easing the Federal Reserve balance sheet has become extremely bloated; expanding roughly 500% since 2008… Quantitative Easing comes to a close over the next...
03|03|2016
Rally On!
Last week the S & P 500 gained .77%[1], ending at a new high. This marks 3 consecutive weeks of gains after a rough start to the 4th quarter. ...