10|24|2017
All-Time Highs! | October 20, 2017
Markets tapped all-time highs last week. What pushed it: Corporate earnings, NAFTA negotiations, or Senate action on tax reform? Corporate earnings have been favorable, which extended the market gains...
10|18|2017
Buying Sales? | October 13, 2017
Last week economic statistics were strong, but markets were fairly flat. Retail sales grew substantially, but did markets believe the data? August retails sales were negative 0.2%, mostly a...
10|10|2017
The Hurricane Effect | October 8, 2017
Markets advanced last week as volatility was muted while geo-political concerns and a negative jobs creation report did not stand a chance… Here is why. The Bad Geo-political tensions...
09|26|2017
Balancing Act | September 22, 2017
The Federal Open Market Committee (FOMC) met last week and announced a path to lighten their balance sheet. Why is this important and what are the risks? Why unload...
09|18|2017
Bulls Prevail! | September 15, 2017
Volatility fell last week as an appetite for risk returned to the markets. Some of the things that brought risk appetites back were a lack of activity on North...
09|12|2017
Mounting Storm? | September 8, 2017
Last week several stressors caused volatility to increase. Will it be short lived or are the concerns sustainable? Natural Disasters Economic indicators have started to skew as a result...
09|06|2017
Low for Long, Right? | September 1, 2017
Low for long is the mantra we hear often. The story being that interest rates will remain lower for an abnormally long period of time. Why is that? Initially...
08|29|2017
Global Turmoil | August 25, 2017
With earnings season all but over, focus has shifted from corporate profits to global concerns across emerging markets. NAFTA Relations between the US and Mexico were strained this week...
08|22|2017
The Beginning? | August 18, 2017
The start of the week looked like a new beginning. Geo-political tensions had calmed, equity markets surged in a big way, and the storm of the prior week looked...
08|15|2017
Truth About Volatility | August 11, 2017
Volatility increased slightly last week, jumping from 9.90 to 15.50. Geo-political tensions were to blame for the rise… or were they? Geo-political tensions between the US and North Korea...