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
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
What’s Wrong With the Market?
Yes, the slowdown in China (to say nothing of the opaqueness of that economic system) and the headwinds created by rate hikes have increased
2016: A Sea Change for the Markets
Almost 10 years of near zero interest rates has ended with yesterday's FOMC announcement. Short term rates will rise to 1.375% next year from .375%
2016: Learn to Love Your Banks
The Fed is going to start raising short term interest rates very soon. Even though the Fed will continue to raise rates at a very modest rate over the