Surprise! Earnings are good and valuations are better.
February 23, 2018
Surprise! Fourth quarter results have been reported by roughly 80% of the S&P 500 and so far they are good. With 412 companies reporting (as…
Were our fears inflated?
February 19, 2018
Were our fears inflated? Nothing like a little play on words to end the week. You might think we are referring to the equity market…
It’s my party and I will cry if I want to…
February 09, 2018
“It’s my party and I’ll cry if I want too…Cry if I want to….You would cry too if it happened to you!” You can almost…
The Return to Normal
February 06, 2018
THE RETURN TO NORMAL Download full commentary here: THE RETURN TO NORMAL With the opening this morning, the S&P 500, and most other major equity…
Is it hot in here, or is it just the bond market?
February 05, 2018
Is it hot in here, or is it just the bond market? I remember a time when generating jobs was a good thing. Apparently, we…