INSIGHTS
JUL
15
WEEK AHEAD...
The Dow and the S&P are again in record territory. If past history is any guideline we could see a very significant move to the upside. Historically, when the Dow reaches and new high it tends to waffle for up to six months before making a significant move. This move could be a continuation of the four-year bull market or the peak and then a maj...
JUL
9
WEEK AHEAD...
While the World digests the events that played out last week in Egypt, we look to see how this will affect us. We are far removed from such things and the residual effects can be seen mainly in the oil markets. We don’t think that the quick spike in oil prices will stand. While 5% of the World’s oil moves through the Suez Canal, events such ...
JUN
24
WEEK AHEAD...
As the “Taper Talk” almost becomes annoying we must go over something so simple yet no one grasps its full meaning. The Fed has pumped hundreds of billions of dollars into the US and to some extent, the World economy. It has created a flow of funds that have travelled throughout asset classes to prime the pump of economies that desperately ne...
JUN
10
WEEK AHEAD...
Increasing volatility over the last two weeks would generally be a sign of unease in investor’s minds. Turning on dime whenever positive or negative comments come out about the economy and the future. You can say that that has been the truth pretty much what with Fed commentary about the length of QE3, the prospect of increasing employment, and...
JUN
3
WEEK AHEAD...
Let's be clear about something that might or might not be on every investor’s mind after last Friday’s selloff. Is the beginning of the much-anticipated pullback/correction that we all know is coming? We don’t see Friday’s late day selloff as anything more than the weight of a major rebalancing in equity markets. This rebalancing disloca...