02|13|2018

A Path Forward | February 9, 2018

Markets tumbled an additional 5.16% last week; the real question is, where can the opportunities be found? In our most recent growth cycle, we experienced strengthening global growth with...

02|12|2018

Leading Indicator Watch | February 9, 2018

As I write Market Thoughts this week, here are the indicators that caught my eye.  Click here to download the latest insights on economic activity and how they are impacting the markets.

02|06|2018

Free Fall | February 2, 2018

Last week markets reacted strongly to the unemployment report, but why and will the fall continue? The jobs report carried plenty of good data for January. Non-farm payrolls grew...

02|05|2018

Leading Indicator Watch | February 2, 2018

Before I publish Market Thoughts this week, here are the indicators that caught my eye.  Click here to download the latest insights on economic activity and how they are impacting the markets.

01|31|2018

Peeling Back GDP | January 26, 2018

GDP came in at a lackluster 2.6% for the 4th Quarter, missing expectations of a 2.9% growth rate. Markets did not react as you would expect, but why? GDP...

01|29|2018

Leading Indicator Watch | January 26, 2018

Ahead of  Market Thoughts this week, here are the indicators that caught my attention.  Click here to download the latest insights on economic activity and how they are impacting the markets.

01|23|2018

Blind Bull Part 2 | January 19, 2018

The markets have grown 5.11% year to date, and this last week helped that along. Economic data, however, did not support the surge. Housing for December was not promising...

01|23|2018

Leading Indicator Watch | January 19, 2018

As I write Market Thoughts this week, here are the indicators that caught my attention.  Click here to download the latest insights on economic activity and how they are impacting the markets.

01|17|2018

Rates on the Rise | January 12, 2018

Equities have surged while bonds have retreated. The rate environment has people wondering if “low for long” has finally come to an end. Globally, there seems to be a...

01|16|2018

Leading Indicator Watch | January 12, 2018

Ahead of Market Thoughts this week, here are the indicators that caught my eye.  Click here to download the latest insights on economic activity and how they are impacting the markets.