Investment Commentary

Economically, the US is in rude health. Manufacturers are very busy as seen in Chart 1. The Eurozone is also “chuggin’ along” – just not at as rapid a pace.…

In the second quarter corporate pre-tax income grew 7.7% year over year, the most since 2014 and the seventh consecutive gain according to information released from the Commerce Department. Company…

Let’s start with some observations to “set the table.” Let’s first focus on facts and then we’ll get to opinion: 1) Q1 earnings for S&P 500 companies rose 24.4% year…

It was several years ago that investors worried aloud about a “meltdown” of the Eurozone. Greece was the “whipping boy” of Europe with Portugal, Spain and Italy as clubmates. The…

Before settling into the main topic of this writing, let’s spend some time reviewing the economic and markets state of the world. The Federal Reserve (aka – the Fed) recently…

While equity and fixed income investors have experienced a bit of “whiplash” during the month of February, consumers have continued to feel “pretty good”, if not very good. In fact,…

We are now past the nine-month mark and coming around the turn for the year end finish of 2017. The cacophony emanating from Washington has almost overwhelmed the listening capacity…

We would never attempt to “call a top” in markets for we think that “a fool’s errand”. But we are mindful that prices do not rise forever. There are plenty…