INSIGHTS
AUG
13
WEEK AHEAD...
The focus continues to be on the long awaited Fed tapering and the comments from various Fed governor's about it. One says its due to start soon, another sees it being a longer process than originally planned. We say, just get on with it! The money is in the system. The banks are using it as you would expect them to use it: to help their bottom ...
JUL
22
WEEK AHEAD...
The summer trading period has officially begun. With several notable items to digest this past week, nothing seemed to excite investor’s interest and we meekly closed at yet another all-time high on the S&P. Chairman Bernanke gave some foundation to the market as he again expressed the Fed’s willingness to do what it has to do to help the eco...
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...