Flagship Blog

GRADING THE FED’S QE PROGRAM: WEEK 2

May 25th Weekly Economic Update We gave the Federal Reserve’s (Fed) quantitative easing (QE) a passing grade for lowering financial market and banking stress levels in last week’s Weekly Economic Commentary, “Grading the Fed’s QE Program: A Multi-Week Group Project,”...

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GLOBAL EARNINGS UPDATE: THE TIDE IS TURNING

May 25th Weekly Market Update Last week in a tribute to David Letterman’s last Late Show, we highlighted our top 10 keys for stocks. But there was one notable omission: earnings. With the U.S. earnings season effectively over, we did not list earnings as a key driver...

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TOP 10 KEYS FOR STOCKS

May 18th Weekly Market Update This week we pay tribute to David Letterman’s last Late Show on May 20, 2015, with our own top 10 list: the top 10 keys for stocks. Mr. Letterman has had quite a long and successful run as a late night TV host on two networks. Late Night...

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EARNINGS RECAP: GOOD ENOUGH?

May 11th Weekly Market Update The first quarter 2015 earnings season is virtually over and the results relative to lowered expectations were quite good. Investors were braced for an earnings decline and the possible start of an “earnings recession,” but it looks like...

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