March 15 – The Battle Between Fear and Greed

The stock market is a great barometer for measuring both fear (2008-2009 crash) and greed (technology market in the late 1990’s).  One such stock market related tool that can be used to measure fear in the market is the Chicago Board Option Exchange Market Volatility Index (the VIX Index).  This index measures the implied volatility […]

February 17 – Today's Risk In The Market

Risk: is the potential that a chosen action or activity (including the choice of inaction) will lead to a loss. The notion implies that a choice having an influence on the outcome exists. When investing, risk is always involved.  There is risk of loss of principal if an investment goes down in value.  There is […]

February 2 – The Fed's Decision to Keep Rates Low

What Does It Mean? The Federal Reserve last week surprised everyone by extending its “exceptionally” low interest rate environment until late 2014.   This is almost a year later than its previous forecast for interest rates.   With many economists saying the economy was improving over the last few months, we have to wonder why the Federal […]

January 17 – Election Cycle Investment Strategy

There is much information suggesting that the stock market will have a great year because of the upcoming Presidential election.  One of the reasons for this position is that the President – and to a lesser extent Congress – will do everything in their power to have the stock market rise so that they can […]

December 16 – A World Divided

Throughout the past couple of months, we have heard from analysts and experts that “despite the headwinds from Europe, the U.S. economy is doing well.”  We have also heard “if it weren’t for the economic problems in Europe, the U.S. markets would be stronger.” We know there are major problems in Europe that have yet […]

November 30 – A Suckers Rally?

The market today feels like a tale of two worlds. In the United States, the holiday shopping season is off to a robust start. The Chicago Purchasing Managers Index came in at 62% – above 50% means the economy is expanding – and ADP reported 206,000 new private sector jobs in November. In Europe, things […]

November 16 – More Europe

The European train is hitting Italy and is spreading to other European countries such as Belgium, Hungary, Spain and France. Things have not gotten better since our last update and, if anything, have gotten worse. We have attached a flowchart we created internally to assist us in determining the potential ramifications of the events currently […]

September 30th, 2011 – Problems in the Market – Political, Not Fundamental

When analyzing an investment vehicle, there are different ways to determine value. Two of the most basic ways are: (1) determining the price at which assets can be sold in the current market and subtracting from that price liabilities; and (2) determining value based on projected future growth. The first method works in any market. […]

September 1st, 2011 – Euro Union Update

August was the fourth consecutive down month for the stock market. It looks like September has a number of events that could significantly impact the market. We believe the next few weeks in the market could be volatile because of these events. September 7 – Germany’s high court is expected to rule on whether the […]