Flagship Blog
Buyers & Sellers
May 20th Weekly Market Update At the heart of it, all markets come down to buyers and sellers. U.S. stocks are being purchased by foreigners and corporations, while pensions and insiders remain net sellers. Demand from individuals and hedge funds has been mixed. Risks...
The Rally Is Getting Old, but a New Trend May Be Emerging
May 13th Weekly Market Update The overall stock market has only seen a couple of 2-3% dips this year, but there have been 5-10% pullbacks among cyclical sectors. It may be time to begin to buy some of the laggard cyclicals, especially on any pullback in the overall...
Borrowing for the Future
May 6th Weekly Market Update A recently detected error in a study by Harvard economists Reinhart & Rogoff has garnered much attention in the financial press lately. The study had initially concluded that once a country exceeded a 90% debt-to-gross domestic...
Soft Spot Arrives on Schedule
April 29th Weekly Market Update In recent years, the spring slide in the stock market was driven by the arrival of a spring soft spot in the economy. This soft spot has emerged again — for the fourth year in a row. The bond and commodity markets have already responded...
Is Investor Complacency Finally Ending?
Weekly Market Update for April 22nd Last week, U.S. stocks suffered their worst drop in over nine months as a terrorist attack and poor economic and earnings data shook investor confidence. Breaking down last week’s market drivers may reveal insights about the likely...
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