Flagship Blog

April 14th Weekly Market Update This has been the weakest earnings cycle in 55 years. Every earnings cycle over the past 55 years has generated about a 7% annualized earnings per share (EPS) growth rate, when measured from peak to peak or from trough to trough. The...

  April 7th Weekly Market Update So far this year, "defensive" stocks, those that are less sensitive to economic growth, such as utilities and health care stocks, have led the markets higher. However, we may soon be nearing a meaningful and durable shift in the...

March 31st Weekly Market Update Consumers are the most confident they have been in over six years, according to last week’s widely watched consumer confidence report from the Conference Board. Investors have been feeling confident too. The high valuations of stocks in...

March 24th Weekly Market Update  The S&P 500 seems to have absorbed the prospect for rate hikes by the Federal Reserve (Fed) beginning as soon as the middle of next year reasonably well. While stocks slid on Friday, March 21, early in the day they hit a new...

Week of March 17th Weekly Market Update With the exception of last year’s steady rise, March has been maddening for investors. In three of the past four years the S&P 500 raced higher in March only to reverse all of those gains in a pullback of about 10% that...