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...
03|03|2016
3 Reasons the Fed will ignore the IMF
The chair of the IMF called for the Federal Reserve Board (FRB) to wait until 1st quarter 2016 to raise rates; citing economic instability across the globe as a...
03|03|2016
Foreign Issues Hit Home
Heavy gains on Wednesday led to weekly gains for the week. What drove the hefty gains on Wednesday and is it sustainable??? International Greece… There were speculations on Wednesday...