The market is going great so no need to worry, right?

The market is going great so no need to worry, right?

There are weeks when sitting down to write this piece is tough because not much worthy of note has happened in the markets or the economy outside of the usual noise. This week, that was most definitely not the case. Thank God it is Friday – we all need a break. New Market Highs and […]

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Weekly Issue December 17 2018

Weekly Issue December 17 2018

As we get ready for the quiet holiday weeks for the stock market, we recap Costco’s latest earnings report as well as dig into several economic ones. While the November Retail Sales report is positive for several Thematic Leaders and Select List positions, the overall report adds to the growing list of data that points to slower growth ahead. We also share what to watch this week in the markets.

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Once Again the Fed Overestimates the Strength of the US Economy

Once Again the Fed Overestimates the Strength of the US Economy

Looking at the moves in the stock market, one would likely think all is right with the world and the US economy is back on track after bobbing and weaving around 2 percent GDP for much of the last several years. That is until we got the most recent reading on the health of the […]

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Economy Strengthening?

Economy Strengthening?

We keep hearing, particularly from the Federal Reserve and those in DC, that the economy is improving. Hmmm, let’s look. With consumer spending responsible for roughly 70% of the economy, how about retail sales? Ok, so maybe not there. How about employment? We keep hearing about how strong employment has become. The percent of working-age people […]

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Great jobs number but…

Great jobs number but…

Friday we saw a great jobs number but… were the knock-it-out-of the ballpark numbers really indicative of a (finally) robust economy?  Hmmmm, methinks there is more to it all.  You’re shocked right? I spoke with Matt Ray yesterday on America’s Morning news about the jobs report and how I thought the data could be misleading. […]

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China isn't the only country slowing

China isn't the only country slowing

China isn’t the only country slowing, as we are sure you’ve all been hearing, the global economy is slowing to a level that ought to make everyone pay attention. Earlier this month the International Monetary Fund (IMF) cut forecasts for 2015 yet again, projecting 3.1% versus its prediction in July for 3.3% and its April […]

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