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3rd Quarter 2015 Commentary
AMERICAN CONSUMER FISCAL FITNESS AND OTHER MUSINGS….. Worries here, worries there, worries are everywhere and investor sentiment is low, very low. As we are security analysts, not psychoanalysts, it is…
2nd Quarter 2015 Commentary
RECOVERING……. For the second year in a row, the U.S. economy has had to rescue itself from a desperately hard winter whose climate put economic activity into a “deep freeze”. …
1st Quarter 2015 Commentary
LET’S FOCUS ON THE DOLLAR……… Since late last year, the U.S. “greenback” has been on a bit of a “streak”. The pace of appreciation has picked up in 2015. Articles…
4th Quarter 2014 Commentary
HOW DID WE DO IN 2014? PREDICTIONS …
3rd Quarter 2014 Commentary
DON’T YOU JUST HATE IT???? Americans, consumers, men, women, and children do not seem to be happy. According to a recent poll conducted by the Wall Street Journal/NBC News (published…
2nd Quarter 2014 Commentary
WHATEVER IT TAKES For central bankers in the major economies around the world, the above has been their credo – is their credo and seemingly, will be their credo for…
1st Quarter 2014 Commentary
EMPLOYMENT, LEVERAGE, CONFIDENCE AND THE MARKETS Through the first three months of the New Year, there has been precious little progress made in U.S. exchanges or for that matter around…