Can’t Wait!

Can’t Wait! With Thanksgiving behind us, Christmas looms as the next big event. Is this a Santa Claus rally or the beginning of a new bull market? One thing we know about this market is that Wall St. is very much like those kids expecting Santa Claus’s arrival. They can’t wait. It seems this market […]
READ POST

U-Turns

U-Turns For the last 18 months, single data points have regularly surprised the markets in both directions, inciting highly uncertain investors to project forward a “changed” economic outlook. This has led to rapid whipsaws of both bond and stock prices, and this past week was no exception. The CPI report triggered a substantial decline in […]
READ POST

Fare Thee Well

Fare Thee Well A couple of weeks ago, Wall St. lost one of its icons, Byron Wein, at the ripe age of 90. Byron had an illustrious career on Wall St., but is probably best remembered for is annual ’10 Surprises’. A surprise was defined as an event that the average investor would only assign […]
READ POST

A Question of Balance

A Question of Balance Balance Sheets are the Rodney Dangerfield of finance – no respect. Everyone pays attention to income statements. Did earnings miss or beat expectations? Balance sheets, on the other hand, are rarely, if ever, discussed. The U.S., like corporations, sets a budget each year, but unlike corporations, there is often little regard […]
READ POST

Technically Speaking…. It Doesn’t Look Good

Technically Speaking…. It Doesn’t Look Good Over time, markets move based on fundamental factors; revenue growth, returns on capital, cash flow, and earnings. But in the short run, technical factors (i.e., chart reading) play a large role. We all experience the emotional roller coaster of markets to varying degrees. Technical analysis is an attempt to […]
READ POST

We Didn’t Start the Fire

We Didn’t Start the Fire… The whole world appears to be burning these days. Ukraine remains embroiled in war; the Middle East is erupting (again); mortgage rates hit 8%; inflation; the President is a bit fuzzy; the Republican House can’t find a Speaker; crime is up; the U.S. (and the entire world) is drowning in […]
READ POST

Week of Reflection

A Week of Reflection It has taken a week to process the unspeakable acts of last weekend. Despite the lessons of history, we are always shocked at man’s ability to be inhumane. We pray for and support the Jewish community and Israel. We pray for the many innocent victims of the past week and the […]
READ POST