Flagship Blog
Pullback Perspective
October 13th Weekly Market Update This latest stock market pullback has provided an unwelcome reminder that stocks do not always go up in a straight line. Even within powerful bull markets such as this one, pullbacks of 5 – 10% have been quite common and do not mean...
Grading on a Curve (the Yield Curve, That Is)
September 29th Weekly Market Update Kids are back in school and have started taking tests. Some of those tests are graded on a curve, meaning that students are graded based on their score relative to the rest of the class. In terms of stock market indicators, one that...
Don’t Fight the ECB? Part 2
September 22nd Weekly Market Update Last week we answered the question of whether the latest bold stimulus measures by the European Central Bank (ECB) are a buy signal for European equities. We highlighted key differences between buying Europe now and the United...
Don’t Fight the ECB?
September 15th Weekly Market Update The European Central Bank (ECB) announced bold stimulus measures, including further cuts to key interest rates and an asset-backed securities (ABS) purchase plan, on September 4, 2014. The moves are an acknowledgment of the recent...
Back to School With the Three Rs: Revenues, Reinvestment, and Renaissance
September 8th Weekly Market Update Summer vacation is over and children are going back to school. As kids return to the classroom to learn the fundamentals of the “three Rs” (reading, ‘riting, and ‘rithmetic — but clearly not spellin’), in this commentary we return to...
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