Weekly Economic & Market Review
Over the last couple of months I’ve dedicated a good portion of these weekly commentaries to the various headwinds I see facing the global economy and markets. Everyone, it seems, knows what the risks are and I’m beginning to wonder if, being so well known, the actual events may prove less jarring to sentiment than .. read more
Weekly Economic & Market Review
Well, the first quarter is in the books and what a quarter it was for US stocks. The S&P 500 and Russell 2000 both rose 12%, the NASDAQ almost 19% while the Dow lagged the field, up a mere 8%. As for us, while our stock portfolio lagged the S&P 500 slightly for the quarter, .. read more
This Is Not The Recovery You’re Looking For
The economic statistics continue to point to growth in the US economy. Last week’s employment report showed solid, if not spectacular, job growth with gains in manufacturing, construction, professional and business services, leisure and hospitality and health care. In other words, it showed gains in an ever widening range of industries. Jobless claims are still .. read more
