Insights

Monthly Blog Posts

2021 Stock Market Outlook – Don’t Fight the Fed

December 30, 2020

2021 Stock Market Outlook – Don’t Fight the Fed

When I started in the industry in the late 1980s, I was under the tutelage of some “old school” Wall […]

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What If A Blue Wave Happens?

November 3, 2020

What If A Blue Wave Happens?

What If a Blue Wave Happens?  The markets appear to be pricing in a Biden victory.  But what happens if Democrats […]

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2020 Tech Stock Bubble

September 30, 2020

2020 Tech Stock Bubble

  I read some statistics lately and started thinking about whether we are in another 2000 type stock bubble.  In some […]

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May Sunpointe Illuminations

May 21, 2020

May Sunpointe Illuminations

Investors have a lot to worry about right now.  In April, US retail sales suffered their biggest decline on record, […]

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History in the Making

April 21, 2020

History in the Making

I think it’s safe to say that earnings reports coming through in the next two quarters will qualify as “History […]

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COVID-19 – What are the Investment Implications?

March 2, 2020

COVID-19 – What are the Investment Implications?

COVID-19 is a new disease, caused by a new coronavirus that has not previously been identified in humans. COVID-19 is […]

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Does the U.S National Debt Level Matter?

January 31, 2020

Does the U.S National Debt Level Matter?

Influential research by noted economists Carmen Reinhart and Ken Rogoff clearly demonstrates that countries grow more slowly when fiscal debt […]

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Will manufacturing drag down the Eurozone? ECB to the rescue again!

October 1, 2019

Will manufacturing drag down the Eurozone? ECB to the rescue again!

The IHS Markit Composite PMI ticked higher in August led by unexpected strength from France and Spain. The PMI increased […]

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U.S. GDP is healthy with 1.5-2% growth expected in Q3

U.S. GDP is healthy with 1.5-2% growth expected in Q3

The U.S. economy grew 2% during the second quarter, down slightly from the initial reading of 2.1%. Growth in consumer […]

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Retail sales & durable goods orders show strength

Retail sales & durable goods orders show strength

The U.S. consumer appears to be holding up well based on the August retail sales report that showed a gain […]

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Divergent U.S. economy continues with the strong consumer & weak manufacturing

Divergent U.S. economy continues with the strong consumer & weak manufacturing

U.S. employers added 130,000 new jobs to the economy in August, below the estimate of 150,000. The unemployment rate held […]

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May Economic Newsletter

July 11, 2019

May Economic Newsletter

Trade tensions reignite! U.S. economy remains on solid footing led by the strong labor market & benign inflation, Will the […]

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