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Title: Selected Nuggets from Zacks, Value Line and S&P - Adobe PDF(size: 534616k)
Date Posted: 01/06/2012

Title: Why Italy Matters - Adobe PDF(size: 89425k)
Date Posted: 11/14/2011
Comments: After bond yields on debt issued by Greece, Ireland, and Portugal spiked to signal investor discomfort, each country needed a financial life line. Now that the credit markets have begun to shun Italian debt, Europe's debt problem is starting to look like an algae bloom

Title: Still Playing A Little Defense - Adobe PDF(size: 1225463k)
Date Posted: 10/01/2011
Comments: Concerns about Europe are weighing in on investor confidence. Is another recession looming, or is it time to buy equities?

Title: Solid Market Fundamentals ... Crucial Inflection Points - Adobe PDF(size: 545242k)
Date Posted: 07/01/2011
Comments: Corporate earnings are strong, balance sheets are in good shape, and the interest rate environment is likely to remain supportive, but debt and deficit problems here and abroad have investors spooked.

Title: Trouble Everywhere ... amid Rising Markets? - Adobe PDF(size: 663561k)
Date Posted: 04/01/2011
Comments: Why would equity prices be advancing amid the unrest in the Middle East and the twin disasters in Japan? And, what about the major defaults that were predicted by for the municipal bond market by Meredith Whitney on 60 Minutes in December of 2010?

Title: Understanding the Characteristics of Your Portfolio - Adobe PDF(size: 846425k)
Date Posted: 01/01/2011
Comments: Traditional brokerage statements provide misleading pie charts and asset allocation percentages. Therefore, we use software that sees deep into the portfolios we manage and we sometimes share that analysis with our clients.

Title: Macroeconomic Quicktakes - Adobe PDF(size: 471100k)
Date Posted: 04/01/2010
Comments: Economic recovery is well upon us, but federal debt levels are worrisome, the housing market is still fragile, and the commercial real estate market has deteriorated markedly.

Title: Macroeconomic Quicktakes - Adobe PDF(size: 274273k)
Date Posted: 01/01/2010
Comments: Don't fight the Fed! Put Fed policy at your back. Looking for opportunity? Follow the cash...

Title: Recession may be over ... may not matter - Adobe PDF(size: 316374k)
Date Posted: 09/29/2009

Title: Inflation Around Corner? - Adobe PDF(size: 126387k)
Date Posted: 06/30/2009
Comments: Maybe not...

Title: Macroeconomic Quickpoints - Adobe PDF(size: 164089k)
Date Posted: 04/17/2009

Title: Near Death Experience - Adobe PDF(size: 102385k)
Date Posted: 04/06/2009

Title: Revenge of the Quiet Advisor - Adobe PDF(size: 149411k)
Date Posted: 01/08/2009
Comments: A light-hearted review of a series off-the-mark predictions.

Title: Another Great Depression? - Adobe PDF(size: 99263k)
Date Posted: 10/19/2008
Comments: The Great Depression began in earnest in October of 1929. By 1933, unemployment rates spiked to 25%, incomes plunged, construction stopped, thousands of banks failed and people suffered for years. The seriousness of the current economic situation invites comparisons to 1929. How a government responds to an economic crisis is vitally important. Generally, that response comes in the form of monetary and fiscal policy. Let’s hit the highpoints.

Title: Moral Hazard - The Root of the Problem - Adobe PDF(size: 106705k)
Date Posted: 10/19/2008
Comments: As the global markets grapple with the notion that the U.S. financial malaise has spread to Europe and Asia, contagion ripples across the globe. Financial assets are now clearly out of favor as panic-stricken investors race one another to flee the capital markets.

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Asheville, NC 28801-3500
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