January 17, 2019
The Natural Course of Things is Inevitable, Not Preventable
Dead cat bounce or does the equity market have what it takes to reverse that negative bear market stigma? As we highlighted over the last few weekly...
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January 10, 2019
Non-Farm Payroll Beat Sparks Market, What's Next?
What a ride the beginning of the year has been so far. As we warned in our year end and 2019 outlook, the equity markets were most likely set up for...
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September 27, 2018
Fed Raises Rates in Highly Anticipated Move
The FOMC decided to raise rates another 25bp to a high mark range of 2.25%. We applaud the continued move; however, we feel that we could be doing...
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September 12, 2018
Debt Fueling GDP Growth as FAANGS Drive SP500
First of all, we would like to take a minute to remember all those that lost their lives some 17 years ago today. We will remember that day for quite...
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September 6, 2018
Cycles Do Indeed Eventually Come To An End
Just a quick note this week on a few of the things that stood out to us. Before we delve into the markets, we want to note that we lost someone...
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July 12, 2018
Will the Velocity of Money Finally Rise?
Last week we saw NFPayrolls rise 213k above the 195k that was widely expected.  May’s payroll report was also revised higher by some 21k to 244k. One...
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