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Unemployment, Inflation and the Economy
The health or weakness of the economy is something that directly impacts the financial markets,…
What Will Drive Stocks Higher?
In recent commentaries we have talked about the fact that stock market valuations are above-average…
The State of the European Union
It’s been two years of relative calm across the European Union (EU) following years of…
A Dangerous Loss of Momentum
As I write this commentary on October 11th, we are seeing the stock market as…
Isolated Corrections in a Bull Market
With the S&P 500 stock index setting records on a daily basis, many market pundits…
Chinese Economy: Time to Change
Prior to 1978, China maintained a centrally planned economy. It was poor, stagnant, inefficient and…
Emerging Market Turmoil Creates Risk to Global Growth
It wasn’t another 12th hour debt ceiling debate or the conflict in Eastern Europe that…
Stock Market Observations
2013 was a surprisingly good year for U.S. equity investors, and many investors are wondering…
Bonds Have Their Worst Year Since 1994
In my Market Insights column of December 2012 I discussed the two most likely paths…