Category: Investment Management

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The Corporate Earnings Problem

June 2, 2016

The S&P 500 is yet again trying to reach its all-time high (reached a year ago, May 2015). As I write this, the index…

Is it a Bull or is it a Bear?

April 8, 2016

Is it a bull or is it a bear? The past 18 months have left a number of investors asking this very question. Since…

The Aging Population Problem

March 17, 2016

It’s been a month since my last post was published. I apologize for the delay. My office flooded 2 weeks ago and I’ve been…

U.S. Consumers – The Last Line of Defense

February 16, 2016

It is well known that there is considerable concern for the global economy. Red flags are flying high: credit spreads have widened, China is…

Beware – The Shadow Bear Market

February 1, 2016

What a wild ride to begin 2016. The S&P 500 ended the month down -5.0%, though the index was down -9% on Jan 20th…

First Week Was Worst Week

January 10, 2016

The first week of January was the worst on record. The S&P 500 index fell by -5.96% to close at 1922. The index is…

Fixed Income Prospects After the Fed Rate Hike

December 23, 2015

Today, I was quoted in a US News & World Report articled titled, “Fixed Income Prospects After the Fed Rate Hike.” Here is the…

While China Weighs on All, the Western World Recovers (sort of), and the Fed Looks to Raise Rates

August 4, 2015

Within the past few weeks, things have been looking moderately better in the U.S. and Europe. U.S. GDP is reporting stronger growth and European…

How King Dollar Changes Everything

March 19, 2015

After a historic 6-year stock rally, this may be the unanticipated event that slows the U.S. stock market advance. The US Dollar started its impressive rally back in July 2014 when investors were contemplating the end of QE. The USD rally is the longest in history and the index is up over 25% since.