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Bonds and Stocks
A word on the impact of the election before we dive into our latest update. There continue to be investment opportunities across various...
Nov 13, 2012


The Early Innings of Earnings
When the Federal Reserve announced Quant Easing 1 (QE) and Quant Easing 2 (QE2) the stock market was at a low point and investors losses...
Oct 24, 2012
QE - To Infinity and Beyond!
The stock market has had a small pullback this week after the ECB and Fed-induced rally over the past several months. Part of the...
Sep 29, 2012
More Stimulus Please
It has been an action-packed two weeks with a variety of economic/political events. Let's get to it. 1) The European Central Bank...
Sep 11, 2012
Europe... Past and Present.
Spanish bond yields continue to hover just under 7%, an unsustainable level. European Central Bank President, Mario Draghi, ignited a...
Aug 10, 2012
U.S. Retail Sales, Weekly Jobless Claims, Europe
I hope you had a pleasant weekend. Let's take a look at what is going on in the economy. Last week we learned that: - U.S. retail sales...
Jul 23, 2012


Europe, Again Plus LIBOR
No update would be complete without discussing Europe. We found an interesting chart that compares credit creation (bank lending to...
Jul 9, 2012
Spain Requests $125 billion
The big story in the news this weekend was Spain officially requested a $125 billion bailout to rescue its banks. As recently as May...
Jun 11, 2012
Global Challenges
For the third straight year, summer is being welcomed in by a slumping stock market. This is something we warned about in our update on...
Jun 4, 2012
Deterioration in Europe
The S&P 500 is now down over 9% from its recent high. This pullback was long overdue as news over the past few months had indicated the...
May 21, 2012


Jobs Friday
Today is what I call "Jobs Friday", the most important monthly economic report from my perspective. The Labor Department reported only...
May 4, 2012
First Quarter Stocks
The stock market rallied in the first quarter as the market focused on improving economic data in the U.S. If this sounds familiar, it...
Apr 3, 2012
European Bank Loans
The 2nd round of the European Central Bank's Long Term Refinancing Operation (LTRO) was completed last Wednesday. In short, the European...
Mar 7, 2012
Economic Update
We are forty-five days into 2012 and the high volatility of the stock market that we grew so accustomed to in 2011 has vanished. The...
Feb 20, 2012
Holidays Approaching
The news flow has slowed this week with the holidays approaching. Some positive U.S. economic data has been overshadowed by...
Dec 16, 2011


Headlines that Drove the Market Higher
As ugly as last week's stock market fall was, this week saw a complete reversal with the market surging. Let's take a look at the...
Dec 3, 2011
The Debt Ceiling Debate
In late July the debate over Congress raising the debt ceiling dominated news coverage. Of course Congress kicked the can down the road...
Nov 18, 2011
The Stock Market Soared
Last Thursday the stock market soared as the latest resolution from Europe regarding the debt crisis there was announced. If you are...
Nov 1, 2011
Occupy Wall Street
Good afternoon; With the cool weather rolling in it will be interesting to see if it has any impact on the subject of this week's...
Oct 21, 2011
Questions Surrounding Gold
I have received more questions surrounding Gold over the past year and here is an article from the Wall Street Journal that I...
Oct 4, 2011
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