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Category Archives: Newsworthy

Center Stage…

February 21, 2017 While politics and the new government’s agenda is still very much in the news, investor interest last week shifted to the bigger picture. Good economic data continues to hit the tape along with better-than-expected corporate earnings growth and outlooks. Rising inflation and interest rate expectations are pulling the Fed’s hand closer to […]

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Phenomenal and Massive…

February 13, 2017 These are the two best words to explain last week’s market. They also describe in “quick to the point” POTUS detail what the new government’s tax plan will achieve for Americans. In two-to-three weeks, we will get the “phenomenal” tax announcement that will “massively” reduce taxes. While many of us are very […]

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The Test…

February 6, 2017 Market psychology was tested last week. Early in the week, the nightly news flow out of Washington D.C. was so concerning, that it felt as if the markets could have easily opened limit down the next morning. Early stock market supporters of President Trump were becoming concerned and hedging their bets to […]

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Knock, Knock…

January 30, 2017 Knock, Knock… You knew the protectionist measures would come. You just didn’t know how soon they would be implemented and how disruptive they could be. A border trade war with Mexico could mean some very expensive items in the produce aisles offset by a glut of beef, pigs and cheese in the […]

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Stay focused…

January 23, 2017 Crowd sizes, Alternative Facts, The Bee Movie, Madonna, Tax Returns, Twitter, Facebook, 24-hour news channels and Saturday Night Live. If you enjoy political entertainment, then now is your time. That said, your investment portfolio doesn’t care if an inaugural speech writer channels Jerry Seinfeld. And, this is all just noise to distract […]

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Washington D.C. moves to center stage…

January 17, 2017 Time for the new White House and Congress to put pen to paper. While the equity markets have sustained their high levels, intra-day volatility in currencies, bonds and equities have surged as those markets attempt to react to every rumor and tweet out of Washington and Trump Tower. While many investors think […]

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Snow falls, stocks rise…

January 9, 2017 It was a big first week of 2017 for the weather and for the U.S. markets. As temps dropped and snow hit nearly every state in the union, stocks only wanted to move into the clouds. The numbers showed that it was a different type of week with growth, biotech and FANG […]

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Need some ideas for 2017?

January 3, 2017 So much for the Santa Claus rally. The red sled never even left the garage. Why were the last two weeks of 2016 a dud? 1) Worries about potential roadblocks for the incoming Administration 2) Trade war worries hitting retail importers and international manufacturers 3) The ongoing strength in the U.S. dollar […]

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Onward and Upward?

December 19, 2016 As we head into the final stretch of 2016, the U.S. dollar has taken control of the markets. As the incoming Trump administration continues to promise fiscal spending and tax cuts, the Fed is now positioning to do a bit more tightening—all while the U.S. and global economic datapoints move higher. The […]

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The reindeer haven’t hit full stride yet…

December 12, 2016 The equity markets and risk sentiment continues to race higher in December, even before the last two-week seasonal lift into year end. It will be interesting to see what the tax-related selling impact is as the month progresses. For those with losses, they will likely want to be monetized to take advantage […]

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