Quarterly Market Commentary - 2019 Q1

·       The stock market is back after a serious drop in the fourth quarter of 2018.  The tightening financial conditions and the threat of more interest rate hikes along with BREXIT, trade...


Quarterly Market Commentary - 2018 Q4

Market volatility is back and is uncomfortable after a serene 2017. Most portfolios have experienced a negative return as almost all financial assets have delivered a loss for the year. We went from...


Quarterly Market Commentary - 2018 Q3

• The American economy is on fire, and there is no sign of retreat. We expect the third and fourth quarter to continue the above trend growth, and the U.S. will end 2018 closer to 3.5% real GDP than...


Quarterly Market Commentary - 2018 Q2

Please click here to read the complete 2018 second quarter commentary.


Quarterly Market Commentary - 2018 Q1

Please click here to read the complete 2018 first quarter commentary.


Quarterly Market Commentary - 2017 Q4

Eight years after the end of the financial crisis, the Global Economy is much healthier and now growing in sync for the first time since 2010.   The superb performance in equities/risk assets...


Quarterly Market Commentary - 2017 Q3

October 09, 2017 ·         The third quarter GDP is likely to be distorted by the devastating impacts of Harvey and Irma, but the economic impacts from most natural disasters are...


Quarterly Market Commentary - 2017 Q2

Executive Summary U.S. first quarter real GDP was revised upward to 1.1% and the second quarter is projected to be at or around 2.5%. This means the economy was growing at an annualized rate of 1.8%...


Quarterly Market Commentary – Q1 2017

Executive Summary There is a synchronized global economic growth story that began after Brexit last summer and continues globally in 2017. With the stabilization of energy prices and the continuing...


Quarterly Market Commentary - Q4 2016

Executive Summary Since Trump’s presidential victory in October, there is excitement and hope on the one hand and fear and disbelief on the other. The way forward has not been so uncertain for some...