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Category: Investment Management


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The Aging Population Problem

It’s been a month since my last post was published. I apologize for the delay. My office flooded 2 weeks ago and I’ve been…

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U.S. Consumers – The Last Line of Defense

It is well known that there is considerable concern for the global economy. Red flags are flying high: credit spreads have widened, China is…

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Beware – The Shadow Bear Market

What a wild ride to begin 2016. The S&P 500 ended the month down -5.0%, though the index was down -9% on Jan 20th…

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First Week Was Worst Week

The first week of January was the worst on record. The S&P 500 index fell by -5.96% to close at 1922. The index is…

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Fixed Income Prospects After the Fed Rate Hike

Today, I was quoted in a US News & World Report articled titled, “Fixed Income Prospects After the Fed Rate Hike.” Here is the…

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While China Weighs on All, the Western World Recovers (sort of), and the Fed Looks to Raise Rates

Within the past few weeks, things have been looking moderately better in the U.S. and Europe. U.S. GDP is reporting stronger growth and European…

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How King Dollar Changes Everything

After a historic 6-year stock rally, this may be the unanticipated event that slows the U.S. stock market advance. The US Dollar started its impressive rally back in July 2014 when investors were contemplating the end of QE. The USD rally is the longest in history and the index is up over 25% since.

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Cautious Optimism

Believe it or not, but we are witnessing history in the making. From the March 2009 lows, the 5 year and 9 month SampP…

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