October 2019

This edition of Market Update is brief. Jan and I are just back from 2 weeks vacationing in the mid-west including 750 miles touring Colorado. My message in this Update is stay invested but keep plenty of dry powder. Enjoy the rest of this newsletter and until next...

April 2019

Let’s begin this edition of Market Update with a quick review: The ISM (Institute of Supply Managers) and PMI (Producer Manufacturing Index) reports for the month ending March were again strong. They measure everything from factory orders to inventories, etc. This...

January 2019

The extent of the fourth quarter selloff in stocks was surprising let alone unnerving. From an all-time high of 2930 September 20th, the S&P stock index closed Christmas Eve at 2350, down nearly 20% over that span. No sector was spared. I’m not going to spend time...

October 2018

Federal Reserve Chairman Powell said just last week that the United States is experiencing a remarkably positive set of economic circumstances. ISM non-manufacturing report for September came in at 59.8 a mere 2 points lower than the record setting number for August....

July 2018

Struggling, flat, messy, puzzling…… a few words I use to describe the U.S. stocks market for the first half of 2018. Ironically the U.S. economy is humming. Sometimes the economy and stocks are in lock step with each other. Unfortunately the last 5 months hasn’t been...

April 2018

August 24th 2015 the S&P experiences a one day sell off of 4%.    Volatility is back. It has essentially been absent from the landscape for more than 2 years. Some are confused, most feel some level of concern and there are others that are convinced this is...