“Looking back at the first half of 2017, we see that stocks in general had a good first half of the year. Of course, not all stocks are created equal” Click the link below to read our full comments. 2017 3rd Quarter Outlook
“With renewed consumer confidence, potential tax reform and continued deregulation, corporate America has conditions before it more favorable than any time we’ve seen for several years.” Click the link below to read our full comments. 2017 2nd Quarter Outlook
“Before we climb on the roller coaster ride that is likely to be calendar year 2017, let’s take a look back at the fun ride that we just disembarked that was 2016.” Click the link below to read our full comments. 2017 1st Quarter Outlook
When one contemplates the choices that we have in this unbelievably crazy political contest for the presidency of the United States, one might tend to ask oneself “is this the best we can do”? This is a question we certainly can ask about politics, but on the economic and investment front we might be able to ask the same question. Click the link below to read our full comments. 2016 4th Quarter Outlook
“If you had been on a deserted island for the past six months and just now had a chance to look at what the stock market did for the first half of 2016 you might conclude that is was a quiet period for stocks with modest gains. But as...
“As we entered 2016 Fed officials were puffing out their chests and declaring that as many as 4 or even 5 rate hikes were warranted for the coming year.” Click the link below to read our full comments. 2016 2nd Qtr Outlook
“When we examine the numbers, we find that nearly half of the stocks in the S&P 500 (well over 200 of them) are down more than 20% from their highs.” Click the link below to read our full comments. 2016 1st Quarter Outlook
“Let’s begin by saying this about the 3rd quarter of 2015. Thank goodness it is over.” Click the link below to read our full comments. 2015 4th Quarter Outlook
Click the link below for our Outlook 3rd Quarter 2015 Quarterly Outlook
“For the stock market, 2015 is beginning to remind us of 2011‐ a lot of volatility and not much direction. Stocks are facing many headwinds, including, valuation, a tepid economic backdrop, suspicious corporate earnings growth, and the double edged swords of lower energy prices and a stronger dollar. These...