12|12|2018
Debbie Downer | December 7, 2018
There is always one at the party that talks about their foot fungus and starts a wave of negativity… Debbie Downer visited the Bull Market Party last week! Optimism...
12|05|2018
Ole Reliable | November 30, 2018
Historically, an inverted yield curve has been a reliable indicator of a recession. Is there a reason it may not be as accurate this economic expansion cycle? Ole Reliable...
11|27|2018
Geopolitical Outcomes | November 23, 2018
Geopolitical risks always persist, but currently, they are directly impacting economic viability. What are the likely outcomes? G-20 While the focus should be on the G-20, the US and...
11|20|2018
Brexit Turmoil | November 16, 2018 | Market Thoughts
After a year and a half of worrying about Brexit, a deal has been reached. Turmoil around the EU is not decreasing… Brexit While a deal has been reached,...
11|14|2018
Missing Something | November 9, 2018
Markets expanded last week, mostly post elections. Still, are we missing something… a threat that lurks beneath and could put a stop to this expansion? Washington Monday through Wednesday...
11|07|2018
Bloody October | November 2, 2018
Markets clawed back some of their losses from a bloody October. Trade and earnings had much to do with markets recapturing their footing. Trade At the open of the...
10|09|2018
Trading Foes | October 5, 2018
Markets gave back all their gains on Thursday and Friday. Much of it was related to trading foes, was there just cause for the reversal? The Good The USMCA...
10|02|2018
Neutral | September 28, 2018
Last week, the Federal Reserve Board (FRB) increased the short-term rate by .25% making FRB policy technically neutral for the first time since 2008! Accommodative Since the financial crisis,...
09|25|2018
Low, Low, Low | September 21, 2018
Congratulations US economy, chugging along at new market highs! These highs came on the back of low tariffs, low new unemployment claims, and low dollar. Low Tarrifs New tariffs...
09|18|2018
False Hope? | Market Thoughts | September 14, 2018
Favorable data, favorable returns… Globally markets expanded last week giving us reason to be happy. Is it a false hope? Consumer confidence heading into the 4th quarter is the...