July 31, 2015
Economic data this week tells the Fed to take it slow.
July 28, 2015
Earnings matter, reacting to expectations in the short-run and creating value in the long-run.
July 21, 2015
Summer is hot and so is housing in the US.
July 14, 2015
Market sentiment turned very sour as we exited the second quarter and this sentiment
persisted through early July
July 13, 2015
This week leaves the question open of whether the tide has turned.
July 07, 2015
Who sets off bigger fireworks this weekend, the Americans or the Greeks?