06|14|2017

Trouble in the Water! | June 9, 2017

Since the beginning of the year, markets have screamed ahead leaving many to wonder how long it can continue at this pace. Did a warning sign make itself apparent...

06|06|2017

Jobs or No Jobs

The US markets reached all-time highs at the end of the week. But was the growth induced by growth??? The growth towards the end of the week was spurred...

06|01|2017

Fed in Focus

The year started with great promise and has so far delivered. Can it keep progressing at this pace?   The year started with promise in the way of a...

05|24|2017

Economic Peak? | May 19, 2017

Last week saw a return to volatility briefly as the Dow Jones experienced the largest losses for the year. Behind the scenes though, something was happening and economic growth...

05|18|2017

3 Opportunities | May 12, 2017

Markets have been reaching all-time highs while volatility reaches all-time lows.  Finding growth opportunities in the current market environment can be challenging.  Here are three areas of opportunity in...

05|09|2017

Passing the Torch | Market Thoughts | May 5, 2017

For years, the US has lead the charge in this economic expansion, albeit a meager charge. Is there reason to think that we may be passing the torch to...

05|02|2017

All Talk, No Action | April 28, 2017

[1] Everyone seems bullish on our economy when you look at confidence and sentiment data. This would typically be a great indication of forward looking consumption, but what does...

04|25|2017

Volatility Shift | April 21, 2017

Over the last few weeks we have seen volatility increase, but not all of it has been bad. There was a period of 109 days where the market did...

04|18|2017

The Hope Trade | April 14, 2017

Over the last two quarters the S&P 500 has grown by 8.23%. Call it what you will, the Trump Bump, or the reflation trade… I ‘m going to call...

04|04|2017

Pretty Lights | March 31, 2017

Just a week ago it appeared the sky was falling on the reflation trade. As if completely forgetting what happened, the market has since firmed, the dollar has strengthened,...