Archive by Author

Earnings Season Highlights And Lowlights

Weekly Market Commentary 02.09.2015 Despite the massive drag from the energy sector and the negative impact of a strong U.S. dollar, fourth quarter 2014 earnings are on track to exceed the prior Thomson-tracked consensus estimate of 4.2% (as of quarter end on December 31, 2014). In fact, despite a slow start, earnings growth for the […]

Leave a comment Continue Reading →

Don’t Fret About January Effect

Weekly Market Commentary 02.02.2015 Despite the massive drag from the energy sector and the negative impact of a strong U.S. dollar, fourth quarter 2014 earnings are on track to exceed the prior Thomson-tracked consensus estimate of 4.2% (as of quarter end on December 31, 2014). In fact, despite a slow start, earnings growth for the […]

Leave a comment Continue Reading →

No Deflating The US Dollar

Weekly Market Commentary 01.26.2015 Unlike the footballs that the New England Patriots used in the AFC Championship game against the Indianapolis Colts, the U.S. dollar has remained well inflated. The dollar, which has been trending higher for nearly four years now, rose 13% in 2014 and is up another 5% so far in 2015. The […]

Leave a comment Continue Reading →

10 Stock Market Questions for 2015

Weekly Market Commentary 12.22.2014 With 2015 almost here, this week we pose and respond to 10 key stock market questions for 2015. Look for more on these and other topics throughout the year. We bring 2014 to a close with this Weekly Market Commentary. Look for our next edition on January 5, 2015. Happy New […]

Leave a comment Continue Reading →

Oil Hits the Skids

Weekly Market Commentary 10.20.2014 The S&P 500 fell 1% last week (October 13 – 17, 2014) in volatile trading, leading market participants and media pundits to speculate on how far the stock market slide—now just over 6% from the September 18, 2014, closing high — might go. In last week’s Weekly Market Commentary, “Pullback Perspective,” […]

Leave a comment Continue Reading →

Pullback Perspective

Weekly Market Commentary 10.13.2014 This latest stock market pullback has provided an unwelcome reminder that stocks do not always go up in a straight line. Even within powerful bull markets such as this one, pullbacks of 5 – 10% have been quite common and do not mean the bull market is nearing an end. In […]

Leave a comment Continue Reading →

Earnings Preview: Welcomed Opportunity

Weekly Market Commentary 10.06.2014 The global headlines are certainly not uplifting these days: Russia-Ukraine, Iraq, Syria, Hong Kong, Ebola, etc. All of these challenges are sources of investor anxiety that have led to bouts of selling pressure on the U.S. stock market in recent weeks. The good news is that even with the sell-off in […]

Leave a comment Continue Reading →

Don’t Fight the (xFEDx) ECB? (Part 1 of 2)

Weekly Market Commentary 9.15.2014 The European Central Bank (ECB) announced bold stimulus measures, including further cuts to key interest rates and an asset-backed securities (ABS) purchase plan, on September 4, 2014. The moves are an acknowledgment of the recent deterioration in the Eurozone economy and increased deflation risk. This decision follows the historic move to […]

Leave a comment Continue Reading →

Back to School With the Three Rs: Revenues, Reinvestment, and Renaissance

Weekly Market Commentary 9.08.2014 Summer vacation is over and children are going back to school. As kids return to the classroom to learn the fundamentals of the “three Rs” (reading, ‘riting, and ‘rithmetic — but clearly not spellin’), in this commentary we return to the basic fundamentals of investing and look at some of the […]

Leave a comment Continue Reading →

Midterms May Mean More Gains for Stocks

Weekly Market Commentary 9.02.2014 With the midterm elections now just two months away and campaigning starting to heat up, we thought we would share our current views on the political landscape and what it may mean for U.S equities. In our two Outlook 2014 publications for this year, we posited that the U.S. economy and […]

Leave a comment Continue Reading →