Archived Market Watch

January 2018

Those of you that have read past market updates know that I spend a good deal of time reading regular publications written by some of the most respected economists, renowned private money managers and global market analysts. I do this to objectively take stock (no pun...

December 2017

Flattening yield curves, stock valuations, and yield spreads. I’m amazed how often I’m asked for my take on any (and there are others) of what I refer to as buzz phrases. Don’t get me wrong, it’s the world I live in and for those interested I’m more than happy to...

September 2017

Not a day passes that I don’t receive email or some form of solicitation from a private money manager or mutual fund company touting their product or service telling me how well they have performed over the past 6 months or year. Instead of receiving history reports,...

July 2017

It’s hard to turn on the TV, pick up a newspaper or magazine and not see at least one piece concerning the lofty level of the US stock market. In fact most include a piece or 2 about the high price of US stocks and that stocks are due for a sell off. Some point out...

April 20, 2017

Markets are all over the place. Since the election, banks, broker dealers and insurance companies (essentially the financial sector) have been on fire. As of this week the financial sector has given back all of its gains since Trump won the election. How should this...

February 23, 2017

Stocks continue to rise. Trump’s promise of tax reform, less regulation and infrastructure improvements seem to be the catalyst for rising stock prices. Nationally, the job market is tight, wages have risen slightly and it appears inflationary pressures are rising to...

December 9, 2016

Regardless of who you supported for President, Senate or Congress, it's safe to say this was the most disgraceful and at times juvenile election cycles of our lifetimes. Change, in terms of how government should operate, is a subjective topic and we learned that by...

October 2016

I've written in past updates of my growing, long-term optimism of the stock market. From private money managers to economists, most I read agree the long-term outlook is bright. But I've also written about the bond market and that it is essentially the foundation the...

September 19, 2016

I've referred to the Purchasing Manufacturing Index (PMI) and the Institute for Supply Management (ISM ) as a very reliable source of informction in  terms of US economic health. I read and track it faithfully every month. Readings at 50 or above for either indes are...