Market
Commentary
2023 Market Outlook
2023 Market Outlook 2022...what a year. Inflation has reached the highest levels in 50 years. Interest rates rose, growth expectations fell, and...
2021 Market Outlook
2021 Market Outlook Continued broad based recovery... As we enter the final stretch in the 1st quarter of 2021, a sharp rise in Treasury...
Focusing on the medium to long term potential
Dear Clients and Friends, I hope you are well and healthy during these unprecedented times. Here are my latest thoughts on the markets for your...
Signal from the noise
Dear Clients and Friends, A lack of knowledge about this new virus has scared citizens, governments, and stock markets. In the four weeks since the...
President Trump and The Markets
Dear Friends and Clients, Here are my latest thoughts on the markets for your review. The S&P 500 has risen nicely since the election, as...
2018 Market Outlook
Dear Clients and Friends, Here are my latest thoughts on the markets for your review: The 2018 outlook will be complex; it will require thoughtful...
2018 Mid-Year Update
Dear Clients and Friends, Here are my latest thoughts on the markets for your review: Despite robust corporate profits and growth, market volatility...
US Stocks: Revising numbers for SP500
Dear Friends and Clients, Here are my latest thoughts on the markets for your review. Equity Markets have gotten off to a strong start this year,...
Newsletter
Dear friends and clients, Here are my latest thought on the markets for your review. Clues to the markets next move. Are stocks overbought and due...
Market expectations for 4th quarterand the next 12 months
Dear friends and clients, Here are my latest thoughts on the markets for your review. U.S Economy We expect the U.S economy to grow at a...