Welcome

Then and Now: The Crash of 1987

It wasn’t quite the Kennedy assassination, “9/11”, or the O.J. verdict, events where time seemed to stand still for a few moments.  But don’t tell that to the Wall Street traders and advisers who lived through “Black Monday,” the bloodiest … Continue reading

September 2017 Recap

Hurricanes Harvey, Irma, and Maria wreaked havoc within a few weeks of each other.  Houston was hit with historic rainfall from Harvey, and much of Florida was ravaged by wind damage from Irma.  But Puerto Rico suffered the most out … Continue reading

August 2017 Recap

It’s hard to stay focused on a lot of things, including the markets, in the face of the human tragedy like what we’ve witnessed from Hurricane Harvey and its aftermath over the last few weeks in South Texas, in the … Continue reading

July 2017 Recap

It’s becoming more common to hear the Bears calling for a big drop.  Why do they say that?  Well, first they hope to be right, which earns a lot of street cred.  It’s an easier call to make because risk … Continue reading

March 2017 Recap

What a difference a year makes.  Do you recall how 2016 started? The United States’ Federal Reserve announced the first interest rate hike in years in December of 2015, and the S&P 500 would then plummet almost 11% over the … Continue reading

August 2015 Recap

Clarity

Investors are looking for clarity in the face of multiple uncertainties, more uncertainties than most typical investors can bear. What is going on with China? Exactly how strong is the U.S. economy? When will the Fed increase interest rates?   And when will oil prices stop sliding? These are all tough questions to answer. In this newsletter, we will start in the East and move West to reflect on market activity in August and our outlook going forward.