Commentary

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Title: Odds & Ends About Things Other Than The Election - Adobe PDF (size: 654.0 KB)

Date Posted: 10/18/2016


Title: Brexit – An Unknown of Diminishing Importance - Adobe PDF (size: 521.5 KB)

Date Posted: 07/18/2016


Title: A Rant – Ethics in the Financial Services Induistry - Adobe PDF (size: 50.9 KB)

Date Posted: 04/01/2016


Title: My Take on the Sour Mood & Market Volatility - Adobe PDF (size: 526.7 KB)

Date Posted: 01/10/2016


Title: Legitimate Concern & Some Perspective - Adobe PDF (size: 218.3 KB)

Date Posted: 10/10/2015

Comments:

Investors are unnerved by a slow-down in hiring, a looming rate-hike, and a slowing of international economies, but jumping out of equities may not be the answer.


Title: NYSE, Puerto Rico, China, Greece, & Not Fighting the Fed - Adobe PDF (size: 471.9 KB)

Date Posted: 07/01/2015

Comments:

The NYSE’s outage was mostly a non-event and Puerto Rico’s default is a non-issue for us because our debt is insured. China’s stock bubble is a sign of growing pains, but due to China’s size, the negative impact is likely to be felt elsewhere. A Greek default wouldn’t impact the rest of the world too much, but it’s banking contagion could if a deal is not reached that would result in it staying in the Eurozone. A 48-year study highlights some very interesting associations between Fed policy and the returns on various types of assets.


Title: U.S. Expansion Sags & Lower Speed Limits for the World - Adobe PDF (size: 3.1 MB)

Date Posted: 04/20/2015


Title: Outlook Still Seems Ok & The Case for Lower-Risk Equities - Adobe PDF (size: 783.9 KB)

Date Posted: 01/01/2015


Title: U.S. Marching Along Amid Slowing World Growth - Adobe PDF (size: 455.3 KB)

Date Posted: 10/10/2014


Title: The Case for Caution - Adobe PDF (size: 709.8 KB)

Date Posted: 07/01/2014