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Market Breadth Broadens in 2026: Mid-Year Outlook
This commentary was prepared for clients on July 2, 2026. The second quarter ended very differently than it began. When we last wrote in April, markets were wrestling...
2013 – A Surprising Year
As 2013 began, political battles over the budget raged in Washington generating fears the U.S. economy could dive off the “fiscal cliff.” The economy was staggering at sub 2% GDP...
Zigzagging Continues
As mentioned in our July client letter we suggested the stock market correction that began in May was likely only partially over. We stated “over the next few weeks there will be...
Volatility Resumes… What’s Next For Investors?
Temporary stock market declines are a normal fact of life for investors. Over the past eight decades, the S&P 500 index has averaged over 3 declines of 5% or more every year...
Another Roller Coaster Ride to Old Highs
The first quarter ended on a happy note with the S&P 500 index finally reaching the two top high points set in both March 2000 and October 2007. It took the stock market 5...
New Year, New Milestones, Same Investment Challenges!
Fourth quarter financial markets experienced a slight decline, buffeted by election uncertainties, followed closely by year end ‘fiscal cliff’ brinksmanship. What a way to run...
“Stagflation” Alert
The summer rally arrived in full force. The stock market did ‘climb a wall of worry’ this quarter in spite of the slowing U.S. and European economies and contrary to investor...
Investments Are Climbing The “Wall of Worry”
After a robust upswing for stocks in the first quarter, the second quarter gave back much of those gains. Temporary defensive portfolio tactics helped you avoid much of the...
Another All-Time High
Business Cycle Outlook This business cycle continues to make slow progress. This slow recovery is typical of economic expansions that develop after experiencing deep financial...
Behind the Headlines, Steady Improvement for Fragile US Economy
2011 was an emotional roller coaster for investors and marked the return of heightened market volatility. Bad news and black headlines created fast moving up and down markets and...