Market Analysis

When the chorus of investment commentary gets so strong in one direction, I start to question the collective wisdom of the market. I’m a believer in general market efficiency, that most news is recognized in prices. But occasionally, herd mentality sets in and the market outlook clearly needs to be… Read More

Welcome to 2017.  If you’re anything like me, you’re glad the holidays are over.... Read More

Welcome to 2017.  If you’re anything like me, you’re glad the holidays are over. Don’t get me wrong, taking a break from work and spending quality time with family is a good... Read More

Major U.S. indices advanced modestly last week, with most tacking on 0.5% or less. This suggests expectations for lower corporate taxes and fewer regulations from a Trump presidency may be fully priced into the market.  If this is indeed the case, I believe it will open the door for a… Read More

The post-election rally stalled last week, following the prior week’s big advance. While most... Read More

The post-election rally stalled last week, following the prior week’s big advance. While most major U.S. indices closed relatively unchanged, the small-cap Russell 2000 was the exception. After... Read More