03|03|2016

Data Contradicts Market

The market moved in the opposite direction of economic data last week; as has been the trend over the last several years. Housing data disappointed, as existing home sales...

03|03|2016

April Fools?

For months now the US has been strengthening as Japan, Europe, and China struggle. Data last week showed a reversal of that trend. Will it be short lived or...

03|03|2016

Expectations vs Reality

Someone once told me, “Perception is reality”. Well the markets perception of first quarter activity does not look promising… Over the last quarter we have dealt with harsh winter...

03|03|2016

Two Weeks in One

The week started with optimism as quarterly earnings were better than expected. The week, however, ended on a sour note… Monday – Thursday The week started strong as financial...

03|03|2016

Tale of the Tape

Ticker Tape to be exact… With nearly half of S&P 500 companies reporting a trend is emerging… Corporate earnings, as expected have surpassed expectations for 71% of companies reporting....

03|03|2016

Transitory…

Many timelines could be applied to the term “transitory”, such as the life span of a common fly or the amount of time Dinosaurs roamed the earth… Everything has...

03|03|2016

The Albatross

Positive employment data rallied markets back from the cliff last Friday, in what seems to be a reoccurring theme; a reversal in trend mid-week changing sentiment by week’s end....

03|03|2016

Rates, Rates, Rates…

Low for long has been the mantra for the last 5 years… Some make the case that “long” has already come and gone and others have been saying “long”...

03|03|2016

Timing Is Everything!

No, not market timing! I feel bad for the Federal Reserve Board (FRB) chair, Janet Yellen… There is seemingly no way to get this right… Last week the April...

03|03|2016

7 Contributions to Market Activity

Market activity last week may have left many scratching their collective heads.  Housing markets, indications of consumer activity, and core durable goods all advanced; yet the S&P 500 retreated...