What a difference a week makes!   Through February 21st, with 87% of the S&P 500 companies having now reported 4th quarter earnings, it is highly likely that we will end up with the first quarter of positive year-over-year growth […]

Everything in Moderation Despite a variety of geopolitical issues, 2019 was a banner year for stocks. Some investors are questioning if the rally can continue. Don’t stock returns have to revert to the mean? Are we due a pullback just […]

2019 Year in Review   The year 2019 is in the books and it was a wild one. The year began with a government shutdown and ended with articles of impeachment levied against the president. In between, both domestic and […]

  Last Week U.S. Inflation Data Disappoints – Headline Consumer Price Index (CPI) data dropped to 1.8% year-over-year in May while core levels ticked down to 2%. Global Political Tensions Challenge Investors – Financial markets sorted through a number of […]

The EU’s political landscape is undergoing a shift   The European Union (EU) is a political and economic union borne after World War II of a desire for harmony in a scarred and divided European continent. The original concept was […]

  Last Week U.S. Threatens Mexico with New Tariffs.  The U.S. threatened to implement escalating tariffs starting at 5% on all Mexican exports unless Mexico reached a solution to reduce migration flows towards U.S. borders U.S. Inflation Falls Short of […]

The market has rewarded positive earnings surprises in Q1 less than average   The market has punished negative earnings surprises more than average during this earnings season. Companies in the S&P 500 that have reported positive earnings surprises for Q1 […]

  Last Week Manufacturing Data Dips Across all Major Regions – May’s Federal Reserve minutes showed that Chairman Jerome Powell’s colleagues also believe temporary factors are keeping inflation below the Fed’s 2% target. Australia and India Elections Boost Respective Markets, […]

Are you prepared for your financial future?   The U.S. Securities and Exchange Commission lists 12 steps to consider when investing. It’s crucial to know what to look for, where to find it, and who to ask! Getting your personal […]

Before making any investment, carefully read any materials you are given and verify the truth of every statement   The U.S. Securities and exchange Commission has recently observed investment scams where fraudsters tout digital asset or “cryptocurrency” advisory and trading […]