INSIGHTS
JAN
26
WEEK AHEAD...
The past week has definitely put investors on edge and after having seen markets reverse course suddenly, it makes you wonder. You wonder if this is a natural pullback, one we see periodically, that gives people an opportunity to reenter the market they might have missed? You wonder if this is something more serious. A correction that begins on s...
JAN
20
WEEK AHEAD...
There are two important themes running through the markets lately. One we all know about, earnings. The other is the January effect. The earnings so far this year have not been stellar. The financials added a little caution to the mix with some downbeat forecasts for the first quarter and there aren’t too many surprises, which to us, is a sur...
JAN
12
WEEK AHEAD...
The week jobs number on Friday surprised everyone, including us, and the theories are all over the Internet as to why every economist and financial wizard could miss such an important data point by so much. We felt that the jobs data would come in towards the high side; around 220,000 and they came in at 74,000. Looking at the top end and the nu...
JAN
1
WEEK AHEAD...
The year is coming to a close and we can only look back and say, “We told you so”. And we did. We said the market would break through its inflation adjusted highs (it did). We said that the economy would build momentum (it did). We said that the Fed would start tapering in September (it didn’t). Ok, so we weren’t perfect but no one ever...
DEC
16
WEEK AHEAD...
While we had a difficult week we must remember that we closed above an important technical support level and that signifies a pullback but not one to panic about. As any trader or student of the market will attest to, a pullback is a very healthy sign after a major up move. It’s a sign of health and reality to a market that without it would bor...