Market Update – our thoughts on 2011
Our Thoughts on 2011 We want first to wish all of you and your families our very best wishes for the New Year. Second, as is the case for any new year, many people, clients and non-clients alike, have asked for our opinion on the upcoming year. Of course, any opinion is just that, an […]
Market Update – December 15, 2010
Should the government be cutting taxes now? When listening to the news regarding the extension of the Bush tax cuts, we continually hear the mantra that these “tax cuts” will be stimulative. In truth, it is not a tax cut at all and therefore we should not expect this bill to be as stimulative as […]
Our Thoughts on Quantitative Easing – Part 2
Many clients have asked for our thoughts on Quantitative Easing Part 2 – QE2, not Queen Elizabeth II. What is QE2, you ask? QE2 is the Federal Reserve’s plan to inject $600 billion dollars into the financial system by purchasing Treasury Notes. The Federal Reserve is buying notes issued by the Government in an […]
The Markets after the Election – November 2, 2010
Many clients have asked for our thoughts about the upcoming election and how it might impact the stock market. The current trends show that there is a strong chance the legislative and executive branches of the government will be divided next year. The attached chart shows that the stock market performs better when the two […]
Market Update – October 18, 2010
Why is such a precious commodity falling in value Yes, we did say fall. With all the commodity headlines centered on gold, oil and silver spiking in price over the past few months, natural gas has received little attention. Natural gas prices have fallen 24% in the last three months and more than 47% over […]
Market Update – September 30, 2010
Market Anomalies – a Fallacy? There are many market anomalies that the press loves to talk about. Following those anomalies, however, sometimes can be hazardous to your investment health. Analysts are always looking for ways to outperform the market and will test almost anything against stock market returns. In many cases, the anomalies are only […]
Market Update – September 15, 2010
Should taxes be raised on those making more than $250,000? This recession is deeper and longer than any recession since the Great Depression. It was also caused by the same event that caused the Great Depression – a huge credit bubble that burst. Say what you will about Ben Bernanke, but he did learn some […]
Market Update – September 1, 2010
Bad news sells newspapers. That really tells us what is happening today in the financial markets. This is manifesting itself in poor, emotional decisions by investors (selling stocks and buying bonds). In our last market update, we talked about how the stock market is now selling at one of its cheapest levels relative to bonds […]
Market Update – August 16, 2010
Is The Next Bubble The Bond Market? In the 90’s we had the “tech” bubble and in the 2000’s we had the “real estate” bubble. Going forward, is there another bubble investors should be concerned about? We believe a bubble could be forming in the bond market. A bubble occurs when money rushes to a […]
Market Update – July 30, 2010
High unemployment can be fixed today There is nothing more frustrating to us (and many of you) than to continue to hear pundits say that we will have a sustained high level of unemployment for years to come. There are a number of ways to solve the unemployment problem – one of which is to […]