April 2018

August 24th 2015 the S&P experiences a one day sell off of 4%. Volatility is back. It has essentially been absent from the landscape for more than 2 years. Some are confused, most feel some level of concern and there are others that are convinced this is the...

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...