July and August were good to stock investors after the Brexit dip. In the end, Q2 earnings came in mixed. That is; some stocks in each sector turned
What the Market May be Telling Us About the Economy
We're up 9% off the #Brexit bottom on June 27. What is the market saying? Here are some possibilities: * Britain is going to be able to strike
Do We Have a Brexit Bottom?
Of course we probably have many ups and downs to go in the process of Europe working out the problems created by the Brexit Referendum. But, if you're
Summertime and the Livin’ is Nervous
Brexit, Oil Prices, Uncertain Fed, Slow Economy; is this a wall of worry we will climb over, market summer doldrums, or a coming storm? Anybody who
Time for Caution in Tech and Biotech?
In early December last year we posted that tech and biotech probably warranted some additional emphasis in 2016. Well, tech. as represented by the
Fed Says Less is More
So the Fed, seeing that growth is a bit elusive, thinks two hikes this year instead of four is the appropriate number. On cue the dollar headed down
Not So Love-able Banks
It now seems we were premature in our December blog post about banks being well positioned and valued for the coming Fed rate hikes. Investors now
Cash Is Not Trash – Part I
Times of market and economic uncertainty more often than not present us with opportunities, but in this time of excruciatingly low interest rates
Ouch!
Well, so much for early year investment inflows and more new highs and fewer new lows in stocks pointing to market stabilization. I was wrong about