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Today, Citigroup reported earnings in line with analysts expectations, but warned of weakness in its fixed income business. This resonates with our own concerns for the US debt market. Both government bonds and corporate bond yields have been under pressure for months as we have seen an inversion of the yield curve in some U.S. …

Give Me a 50, a 200, and a Death Cross! Read More »

Overview Stocks around the world rebounded last week, with the U.S. taking the lead. Investors should be aware, however, that the good times may not last for long. Although last week featured more evidence that U.S. companies are able to beat diminished earnings expectations, several other developments argue for caution. Notably, estimates for growth have …

Market review for August 2015 Read More »

As the US bull market goes into its seventh year, we admire how far we have come. From the dark clutches of fear in March 2009, the S&P 500 has had one of the greatest six year bull market runs in history, more than tripling. Only 1981-1987 and 1994-2000 saw larger gains over a similar …

The Next 6 Years Read More »

Global stocks rose modestly amid a strong rally in the energy sector. Rising oil prices, surging M&A activity and central bank stimulus measures helped to support world stock prices despite a slowdown in U.S. economic growth during the first quarter. Emerging markets rallied as market observers pushed back the timing of an increase in interest …

Market Review for May 2015 Read More »

We are through the first month of 2015 and the market is trading very differently this year as compared to last year, ever since the Fed turned off their printing presses. Volatility has been elevated since January 1st and investors really don’t know which way to push stocks since they are fairly to fully priced …

Market review for January 2015 Read More »

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