OUR THINKING

 

THOUGHTS. INSIGHTS. MARKET COMMENTARY.

 

  • The QE Experiment: What Now?

    October 20, 2014

    In the coming days the Federal Reserve is set to end Quantitative Easing, the six year economic stimulus experiment. Quantitative Easing, or “QE” has been a hotly debated topic over the years. We have discussed its impact on markets...

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  • When April Gets Interesting

    April 24, 2014

    April is off to a rough start for equity investors as the S&P 500 Index declined more than -3% through the week ended April 11th. The more volatile NASDAQ 100 fell more than -4%. Its been popular to blame...

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  • Clear Skies

    October 23, 2013

    Negativity has become quite fashionable these days among investors. Not without good reason. Soaring deficits, a dysfunctional congress and manipulated interest rates are just a few. But with the debt ceiling crisis averted for now, there are reasons for...

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