03|04|2016
If emerging markets jump off a bridge will the US follow??
This last week we saw the US markets shutter in response to concerns over emerging markets (EM) growth prospects. China’s Manufacturing PMI fell from 50.5 to 49.6 in December...
03|04|2016
5 Years of Growth
Over the last 5 years we have seen the Dow Jones index grow from a low of 6547.10 on 03/09/2009 to a recent high of 16,576.66 on 12/31/2013[2]. Quite...
03|04|2016
So… How ’bout that weather?
In recent weeks I find myself day dreaming about market data whenever I start having the obligatory weather conversation with an acquaintance. I’m not trying to be rude, but...
03|04|2016
Did “Sell in May and go away” come early this year?
Over the last several years we have gotten use to the adage of “Sell in May and go away” being all too true. While I caution vehemently that this...
03|04|2016
The good, the bad, and the non-existent
Domestic stock prices fared well last week despite a mixed bag of data. We saw positive PMI, consumer debt, and leading indicator data. While we saw negative housing data,...
03|04|2016
Psychosis of the market
There were negative results and news across much of the economic calendar, however the markets reached new highs last week. Economic data pointed to a sluggish early 2014...
03|04|2016
A Recipe for Corporate Growth?
We’ve seen record earnings growth and record stock market levels for the last few years, but that doesn’t mean we’ve seen corporate growth. Much of the advances in earnings...
03|04|2016
Developed vs. Developing
Today we look at varying data across the developed and emerging markets for the past week. In the developed markets we’ll be looking at the USA, Japan, and Eurozone;...
03|04|2016
Geopolitical Concerns & Monetary Policy in Focus… Exciting Stuff!
Okay, I don’t know if exciting is the right word, but it certainly was an interesting week; Crimea became a part of Russia early on, while Janet Yellen sent...
03|04|2016
The missing link in current Trickle Down Economics
Also known as “Supply-side Economics” applies more directly to fiscal policy, but its principles still apply to our current state of monetary policy. On the bright side, I made...